Searching for a specific contact should be quick and easy—especially if you are a Customer Service Agent with a dissatisfied customer on the phone. In Engage it's easy to combine different criteria to narrow down the search and find the right person quickly.

Go to Contacts in the main menu, click Find contact and search for a specific contact by filling in the contact information you have received from the customer. You are presented with a list of the contacts (both verified and unverified) that match your search. You can easily narrow down the search results by filling in more information as you get it from the customer.

Example (as pictured above)

You get a phone call from a customer. His email address is Mattias … something (you did not catch the rest) and he tells you that his personal identification number is 8909 … (you did not catch the last numbers). Simply fill in what you know to narrow down the search until you are left with the correct contact profile.

Extended search

Use the extended search to get more search options.

Example (as pictured above)

You get a phone call from a customer who presents himself as Anders Lind … something (but you did not catch the complete name) and he says he is a regular at the Copenhagen store and that his email address starts with "ande" … something (you did not catch the complete email address either).

Fill in the information you know to restrict the search and find the correct contact profile.