Searching a customer

Last Updated : Jun 26, 2019 |

About this task

In Avaya Workspaces for Avaya Oceana®, you can get details of a customer by searching the customer through the Customer Search widget. On the Customer Search widget, you can search a customer by surname, name, email, phone number, and social handle.

Procedure

  1. Do one of the following:
    1. Click the Customer Information icon (Customer Information).

      Avaya Workspaces displays the Customer Details and the Customer History widgets.

    2. Click the Customer History Search icon.

      Avaya Workspaces displays the Customer Search and the Customer History Search widgets.

  2. On the Customer Search widget, click the search criteria based on which you want to search the customer.

    Avaya Workspaces displays the input fields based of the selected criteria.

  3. Enter your inputs in the fields and click Search.

    Avaya Workspaces displays the search results.

  4. In the Results area, click the Customer History Search icon next to the customer name.

    Avaya Workspaces displays the Customer History Search widget with the history records of the customer.

  5. Optional To view all history records of the customer, click Show full history.