Save contact card on call dialogue close
Automatically save changes to your contactcard when closing the call dialogue.
When closing the call dialogue, the system by default prompts the agent whether or not to save a modified contact card or modified company details.
When this feature is enabled this prompt is not shown and all modifications done to contact or company details are automatically saved (when the dialog is closed).
This feature affects all agents in all projects.
This is especially useful when using contact field validations when saving a contact, as it will prevent the agent from closing the CallDialog if the validation criteria is not met.
Validation takes place even if there’s no call, so it can lead to situations where agent opens a contact card (without a call) and is unable to close it without populating the required fields.
Sample scenario when you require validation:
- Save contact card on call dialogue close is activated: agent cannot close the CallDialog without filling out the required fields
Save contact card on call dialogue close is not activated AND agent has modified contact details: agent cannot close the CallDialog without filling out the required fields
Save contact card on call dialogue close is not activated AND agent has not modified contact details: the agent is able to close the CallDialog without filling the required fields