This action can only be performed by these following roles:

Call Center Supervisor
Customer Service Manager

In the CSCC module, most of the time we use customer ID to search easily in the system, but in some cases, a possible client name was not listed or cannot be selected.

How to troubleshoot the issue:

on CRM> Search for the customer ID
On Personal Information Tab > check the Matched Customer if correct. (Note Matched customer it should be same on client name)
If matched Customer is no details or wrong details Please correct it.
- Edit Information
- Matched Customer arrow down and select Search more
- Search for a customer ID and select.
- The matched Customer will be updated now.
Save the details once it is corrected.

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