External contact palette

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

External Contact 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.
Note: 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. Create contact action
Delete contact Delete an external contact. Delete contact action in Genesys
List/search contacts Find and view specific contacts that match your search query. List/search contacts action
Update contact Update the details for an external contact. Update contact action