Working with customer attributes

Last Updated : Dec 15, 2023 |

About this task

Use the Customer Details widget to view and edit customer attributes. Customer attributes are contact data properties. An account administrator configures customer attributes or selects predefined customer attributes in Proactive Outreach. You can search for customer attributes and edit their values. You cannot edit read-only customer attributes. An account administrator can mask customer attributes. If a customer attribute is masked, Avaya Workspaces displays asterisk signs (*) instead of the attribute value.

Note:

The Customer Details widget also displays the information about a customer, which includes a name, phone number, email address, physical address, and ID.

Before you begin

Ensure that Avaya Workspaces displays a Proactive Outreach interaction card.

Procedure

  1. On the Customer Details widget, view the information about a customer.
  2. To view the list of customer attributes, click More Information.
  3. To search for a customer attribute, in the Search fields or Value field, type the attribute label or value.

    Avaya Workspaces displays the search results as you type the search query.

  4. To edit an attribute value, do the following:
    1. Click the Edit icon next to the customer attribute to edit.
    2. In the Value field, type a new attribute value.
    3. Click the Check Mark icon.
  5. To collapse the list of customer attributes, click See Less Information.

    Avaya Workspaces collapses the list of customer attributes and displays the customer information.