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Siebel Customer Relationship Management
Innovation Pack 2016
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Updating Customer Contact Details Using the Siebel Chat Dashboard

If an exclamation mark appears next to the phone number or email address fields on the customer dashboard of Siebel Call Center, then this indicates to the agent that the customer's contact information has changed and must be updated.

To update customer contact details using the chat dashboard  

  1. Select View Contact from the Action drop-down menu in the chat dashboard.

  2. Update the user's email address or phone number, as required.