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CM Agent web Interface
The Agent can access to the Contact Management module only if the Administrator has given him the permission (Agents -> General settings).
The Agent will see only the the Contact Lists assigned by the Administrator where he can add, update and call the contacts using the Call button.
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If the caller is already a contact, the pop-up will show his Contact Details page.
The Agent can add and update the data (also the created Custom Fields) and see the Contact Call History.
Phonebar Click to Call Integration
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You can let you Agents to call CM contacts, using the XCALLY Phonebar, just clicking on the phone number as shown below:
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