Creating Calls for Anonymous Customers

General inquiry calls from anonymous customers can be recorded without creating a customer and case in the system. You get an option to convert the anonymous customer into a known customer at a later point.

To create a call for an anonymous customer:

1. In the Inbox toolbar, click to the New button and select the activity shortcut you want to use to create the phone call activity, for example, Call without customer association.

   This list can contain shortcuts created for other departments. If such shortcuts use any custom attributes created only for a particular department, then you cannot use such shortcuts.

2. The Advisor Desktop refreshes, and the Call Log pane is loaded. If the shortcut is configured to only create calls for anonymous customers, then the search window is not displayed and the calltrack activity is created and displayed in the inbox. If needed, you can link the activity to a customer at a later point. For details, see Linking Customers.

Related Topics

1. About Phone Calls
2. Creating Activities for Phone Calls
3. Logging Phone Calls