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External contact actions

  • Aggiornato: 2022/06/17
    • Automation 360 v.x
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    • Spazio di lavoro RPA

External contact actions

The Genesys package offers a palette of actions to detail and access data for external contact records.

External Contact action palette for Genesys

An external contact includes a comprehensive repository of data relevant to making contact with an individual or external organization. From an external contact record, you have a streamlined view of all contact and organization data.

Detail as much or as little relevant data beyond the first and last name of the contact. Optional data can include salutation, title, external organization ID, multiple phones, addresses, and an external system URL.
Nota: When providing the organization ID that represents an external organization in Genesys, the contact will be linked to that org.
The Genesys package includes the following external contact actions:
Action Description
Create contact Add details of a new contact.
  • Enter the first name.
  • Enter the last name.
  • Enter optional data.
  • Select Yes or No for the Survey opt out.
  • Enter the Session name for your changes to the repository.
  • Optionally, Choose a variable where the external contact ID will be saved.
Delete contact Delete an external contact.
  • Enter the External contact ID.
  • Enter the Session name for your changes to the repository.
List/search contacts Find and view specific contacts that match your search query.
  • Optionally, enter the External contact ID.
  • Optionally, enter keywords for your Search query.
  • Enter the Session name for your changes to the repository.
  • Choose a variable where the outcome data will be saved.
Update contact Update the details for an external contact.
  • Enter the External contact ID of the record that you want to update.
  • Enter the first name
  • Enter the last name
  • Enter optional data.
  • Select Yes or No for Survey opt out.
  • Enter the Session name for your changes to the repository.
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