Account Configuration

In the Accounts Config window, the Views, Settings, SLAs, and Screens tabs are visually enhanced. 

Associated Contacts

You or an agent can:

  • View the interactions associated with all the contacts linked to the account using the new Interactions tab on the Account screen.
  • Link multiple contacts to an account.
  • Link contacts to accounts by importing a file. 

Required Fields

You can define which of the fields in an account must contain a value (mandatory fields) to create or update an account.