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Version: 3.0 and below

Overview

The Address Book module in Intellicon serves as a centralized repository for managing essential contact information, including both Contacts and Accounts. This module is designed to enhance organization, streamline workflows, and facilitate seamless interactions by providing agents with quick access to detailed profiles and associated data.

Key Features​

  • Contacts and Accounts Management: Manage contacts (contacts) and accounts effectively through dedicated tabs for each.
  • Comprehensive Profiles: View, create, and update detailed profiles for contacts and accounts
  • Search and Filters: Quickly locate specific contacts using advanced search capabilities and customizable filters.
  • Associations: Establish relationships between contacts, accounts, tickets, and leads to ensure contextually relevant information is always at hand.

The Address Book is an essential tool for agents to maintain organized, up-to-date records and provide personalized service to contacts and accounts alike.