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Save a customer phone number

Use this guide when taking an authorized order in the Call Center app. Sign in with your operator account and open Home. The phone lookup appears after you select a service type configured to use customer details.

Protect customer information

Ask only for the information needed for the interaction. Confirm a match using the minimum necessary details. Keep real numbers, addresses, names, and order history out of screenshots, notes, chats, and other shared materials.

Handle the call safely​

  1. Select the service type for the order. In Phone number, enter the customer's number. Suggestions can appear from seven digits. The required length for a new customer depends on the country's phone format and project settings.
  2. Select a matching customer or use Continue with if the right customer is already selected. Confirm the match with the customer before using any saved details.
  3. If there is no match and you have authorization to create a customer, select Create new customer. Review the prefilled phone number and the required fields, then select Create new user in the form. Check that the app opens the customer record before continuing.
  4. If the service type needs an address, select a matching saved address or add one using only the details required for the order. Confirm the address with the customer.

Keep record creation separate from ordering​

Creating a customer record, updating the phone number, and saving or selecting an address are separate actions. Review the customer and service details before continuing to the store, cart, and checkout. Placing the order is a separate action in checkout.

For account setup, see Call Center agents. For an order already placed, see View and manage an order.