Adding Customer Details
The Customer 
pane provides a quick summary of the customer associated with the selected activity. Here you can create new customers, add contact details, send sign-up links, and change customer's contact point.
Note that you can view a full-screen version of the Customer pane by clicking the customer's name or contact point in the default view of the Inbox. This full-screen view can be undocked from the Advisor Desktop and placed in a separate window.
Creating a New Customer
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As an agent you can create three types of customers: Corporate, Group, and Individual. To create a new customer, refer to Creating Customers.
Editing Contact Details
You can edit the contact details for a customer.
To edit contact details:
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With an activity selected in the Inbox, navigate to the Customer
pane. -
In the Customer Details tab, go to the Contacts section and click the View Details button.
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You can enter any of the necessary contact information into the various fields of the Contacts section to add contact details for the customer. By default the following contact channels are available to adjust:
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Email
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Telephone
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Postal
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Social
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Web
For corporate and group customers, you also need to create a contact person. If you need to add an additional contact channel, such as another email address, click the New button and provide the necessary details.
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Select the checkbox next to the Send sign-up link option, if you want to send a sign-up link to the customer’s email address. If a sign-up link has already been sent to the customer, the Re-send sign-up link option is present instead. You can select this option to re-send the sign-up link if required.
Agents can see Send sign-up link and option only if Allow customer sign-up action is assigned to them and Customer signup mode is set to Invitation only or Mixed for the Customer Accounts settings by the Partition Administrator.
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When you are finished with your changes, click the Save button.
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