The Customer Tabs feature allows additional pieces of user defined information to be stored against a customer - other than the standard Name & Address information held in the Customer Details page. This data is held in tables in the CallScripter database. It is activated via a licence parameter key option <CSParameter name="CustomerTabs" value="true" /> , and once in place the functionality is then available to anyone that holds a Script Editor licence.
Any customer tabs will be visible to the left hand side of the Customer Details tab. If no tabs are already set up or created for the selected customer then only the Add / Edit tabs option will be visible. In version 4.5.26 onwards a setting is available in System Manager - Application Settings - General that will allow each new customer to have the tabs auto generated (AutoCreateCustomerTabs).
Customer List
Once a customer is selected in the script editor (single click) by default the Customer Details tab is displayed, showing the customers name, address and telephone contact details.
Any customer tabs that have been created for the selected customer will be displayed between the 'Customer Details' and the 'Add /Edit Tabs' in the order that was specified during set up. This can be adjusted in the Add / Edit tabs section if required.
