The Summary tab provides a quick overview of a contact, and includes links for viewing information and taking actions.
The Contact Summary page
1 – The Contact Information section displays basic information about the contact, such as their name, e-mail address, and phone number.
2 – The Status Information section displays details about communication with the contact. The first section provides a summary of the number of unassigned questions, the last agent that interacted with the contact, and the number of interactions with the contact during the past week.
The Unresolved Questions section shows questions from the contact that haven't been answered yet. Click the View All button to load a search page showing all unresolved questions for the contact.
The recent history section shows a timeline of the last few interactions with the contact. Clicking View all History will open the contact history tab in the chronological view mode.
3 – The action buttons are used to send the customer an email, add a note to their history, or create a ticket for assignment to an agent.
The layout and content of this page can be customized by your iService administrator by creating a new form and substituting it in the Websites page.
