Customer Info Database Overview

 

The WonderDesk allows you to store information on your customers or contacts. If your customers use a tracking account, the WonderDesk automatically uses the customer info database in conjunction with the help desk. When a returning customer logs in, the WonderDesk will look at the customer info database and automatically fill in most of the add new call form for him/her.

 

Note: As long as the log in User ID matches the customer User ID, then the WonderDesk will use the customer information automatically.

 

To add a new customer info, it’s best to use the "Create Account" link in the help desk.

 

You can also use the customer info database to store information on non-customers if you wish. Just use a fake User ID or let the WonderDesk pick a fake User ID for you.

 

Click here for the Customer Field Descriptions.