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When companies are added to the Contact Center, they should be assigned to a category (group). This is necessary so that they can be correctly targeted in a Call or Email Campaign.

The default settings are: 1) Customer, 2) Vendor, 3) Other, and 4) Manager. These values should be edited by adding values that identify a particular niche market that you are targeting  in Call or Email Campaigns.

Add or Edit Data Items

Follow the instructions explained on the main Common Data screen. See Common Data.