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system training on customer contacts

Setting up customer contacts in the system

Behnam ยท 2026-02-25 16:44:44 to 2026-02-25 16:45:38

Review: Pending Review

Summary

Behnam demonstrates how to view multiple contact numbers for a customer, using Peggy's Richmond as an example. He explains that there is a main phone number and additional contacts can be stored for each customer.

Facts

  • Customers can have multiple contact numbers
  • The main number is separate from additional contacts
  • Example customer Peggy's Richmond has two numbers

Tasks

No tasks extracted.

Issues

  • A specific customer is not eligible for something until they are in custody