08-01-2024 11:43 AM
Hello, First time here. Hope this is in the right place.
Today I noticed a call in the general search for calls that was still marked as inactive in spite of having created a customer profile. When I click the headset icon it does show the customer's name but not on the main screen.
Any idea why this was changes? I was once able to create a customer or reassign a customer from my "Outgoing Call profile" to an account I create for the customer.
I like to use the call search feature to make sure I didn't miss a call and my goal is to check them a few times a day to make sure everything is assigned. I can no longer use the call search feature in this way with the new change.
Thanks to anyone who may help.
Chris
08-12-2024 04:36 PM
Thank you for reaching out. One of our product experts will be in touch shortly to further assist you.