Searching a customer

Last Updated : Jun 26, 2019 |
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.
  1. Do one of the following:
    1. Click the Customer Information icon (Customer Information).
      ADDITIONAL INFORMATION:
      Avaya Workspaces displays the Customer Details and the Customer History widgets.
    2. Click the Customer History Search icon.
      ADDITIONAL INFORMATION:
      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.
    STEP RESULT:
    Avaya Workspaces displays the input fields based of the selected criteria.
  3. Enter your inputs in the fields and click Search.
    STEP RESULT:
    Avaya Workspaces displays the search results.
  4. In the Results area, click the Customer History Search icon next to the customer name.
    STEP RESULT:
    Avaya Workspaces displays the Customer History Search widget with the history records of the customer.
  5. To view all history records of the customer, click Show full history.