110 results for "Customer Properties"
How to Configure Customer Properties
Create Property Categories Categories group related properties together (e.g., "Customer Identifiers", "Customer Risk").
How to Use Customer Properties in the Queue
Important: Properties always show the customer's current values — not what they were during a past visit. If a customer was Low
How to use Insights with Customer Properties data
See all visits from High Risk customers Risk Level = High Risk Find customers with no student ID on file Student
Customer Properties: A Persistent Data Layer That Remembers Every Customer
like "customer abandoned" automatically move a customer into a High Risk category. Think of it this way: a customer's risk
Qtrac Release Notes
system IDs Populate Custom Field: Ability to populate data into a custom field based on customer interaction using advanced
How to Place a Customer On Hold
Call a Customer Click to call a customer from the queue. Begin the Service Session Once the customer joins
How to Configure Appointment Check-In Availability During Offline Hours
and change the button's properties in the right hand menu Once you've completed your customization, click Publish Your
How to Configure Place Customer On Hold
Place Customers on Hold is designed to bring greater flexibility and control to the customer service experience, this feature
Introducing Book Queued Customers Feature
streamline customer interactions for your team. What is the Book Queued Customers Feature? The Book Queued Customers feature
How to use the Book Queued Customers Feature
It looks like you want to learn how to use Book Queued Customers. In order to accomplish this, please follow these steps: