Creating a new customer record

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From March 13, 2020, we will no longer support the Vonage Contact Center and integration.

When you receive an inbound call or make an outbound call, NewVoiceMedia searches for a customer record that contains the caller's or dialed telephone number. If 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 NewVoiceMedia doesn't find a matching record, an Add new customer button appears.

    Click Add new customerAdd new customer appears.

     Add new customer

  2. 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 help.

     Add New Customer