Keyword Search (VoIP Agent)

customertrax 4. VoIP Agent

The quickest way to find Accounts (e.g. customers, prospects) is using the Keyword search. The Keyword search is available in the main nav bar.

  • Keyword account search
    • You can use the Keyword Search to search by: Company, FirstName, MiddleName, LastName, Account#, County, City, Zip, WorkPhone, AltPhone, CellPhone, HomePhone
    • Selecting ‘All’ or ‘Assigned’ will control which matching results are returned – either anything from the database, or only the accounts you are assigned to.
  • Search results
  • Create new prospect
  • Tabs & tab list – Open multiple accounts and activities


customertraxKeyword Search (VoIP Agent)