My Customers - TeamViewer Support
<main> <article class="userContent"> <p>Navigation path: <code class="code codeInline" spellcheck="false" tabindex="0">eMeetings + tab: My Customers</code></p><h2 data-id="purpose">Purpose</h2><p>In the tab <em>My Customers</em> customers can be created and managed. Furthermore, you can create appointments with customers. Appointments created this way will be directly assigned to customers and performed chat conversations will be consolidated.</p><h2 data-id="feature-description">Feature description</h2><p>In <em>My Customers</em> you find a list of customers - through <code class="code codeInline" spellcheck="false" tabindex="0">+ New Customer</code> you can add customers to your list.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting-prep_my-customers-list.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting-prep_my-customers-list.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><p>Once you click at a customer entry, the detail view opens:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting-prep_my-customers.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting-prep_my-customers.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><ol><li>Here you can create the essential information about customers: First name, last name, email and ID (optional).</li><li>This standard information can be extended, for example by adding more fields for all customers. These must be created by your organization.</li><li>The Live Chat button gives you access to the shared chat communication with the customer that took place during appointments.</li><li>Here you can create new appointments with the customer (description of the process in <a href="https://docs.chatvisor.com/docs/user-manual/sales-suite/preparing-emeetings_appointments" rel="nofollow noreferrer ugc">Appointments</a>) and invite the customer to them. (see below)</li></ol><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting-prep_my-customers-calendar.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting-prep_my-customers-calendar.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p> </article> </main>
