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When you receive an inbound call or make an outbound call, ContactWorld NewVoiceMedia searches Desk.com for a customer record that contains the caller's or dialed telephone number. If ContactWorld NewVoiceMedia does not find a customer record, you can create a record using the telephone number.

To create a new customer record while on a call, perform the following steps:

1. When ContactWorld NewVoiceMedia doesn't find a matching record, an Add new customer button appears.

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   Column width 60% Click Add new customer. Add new customer appears. Column width 40%

   
   

2. The phone number field contains the incoming or dialed number.

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   Column width 60% Type the remaining details. Click Create. The customer record is saved, and a new case is created and opened. For more information on creating customer and case records, see Desk.com help. Column width 40%