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Adding contacts and accounts for a call

SConnelly-IF
Newcomer
Newcomer

‎2023-09-07 06:16 AM

When a call comes in and i have multiple contacts with that number, a search screen pops up showing contacts, cases and other records related to that phone number.

 

Is it possible to select a contact from that search screen to add it to the call engagement?

 

How do I do that?

 

If I can't, what is the point of the search screen?

 

Thanks,

Steve

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