Creating a new Desk.com customer record
Unsupported product From March 13, 2020, we will no longer support the Vonage Contact Center and Desk.com integration.
To create a new customer record while on a call, perform the following steps:
When NewVoiceMedia doesn't find a matching record, an Add new customer button appears.
Click Add new customer. Add new customer appears.
The phone number field contains the incoming or dialed number.
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.
For general assistance, please contact Customer Support.
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