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Display Customer Record Icon

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Brian Starzec
  • Updated
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If you want the ability to drill into the Customer Record from the Call Box, enable this setting.

 

Screenshots

Display Customer Record Icon Setting

Display Customer Record Icon.png

Example - Customer Record Icon Display

Example Customer Record Icon Display.png

 

 

 

 

Notes:

  • When the View Customer button is clicked, a new tab will automatically open going straight to the Customer Record

 

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