Compliance Profile

Introduction

The Profile and Dashboard is the core of the CRM and serves a dual purpose; Customer Profile and Agent’s Home page. At its core it is the customer’s main profile page where all actions can be taken as company agents (department specific) and serves as the main dashboard for company agents.

Customer Profile

The User Profile is the main page for each individual customer. It contains all the information about a customer, their past interactions / history logs with your company, their account balances and all communication between customer and company.

The User Profile dashboard is made up of fixed and optional widgets to suit the agent’s preferences or department.

Profile copy

Example customer profile (Compliance)

Agents will see a different default User Profile setup based upon the department they belong to. The various widgets that make up the User Profile are also flexible in the information they display based upon the agent’s department.

 

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