By selecting the “Destination” drop down menu on a Customer Record (CAD) (also known as a CR), it shows contact details of the person to be contacted for reasons related to this CR and any notes. The Contact Name and Contact Number are populated automatically by the TFNRegistry™ based on the Login ID of the user logged in, but it can be modified as needed.
For more information about Contact Information field descriptions and their valid values, please click here.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.