Customer name does not ‘pop’ in CyDesk Client

Owned by spoudel (Deactivated)
Last updated: Feb 25, 2021
1 min read

Problem

Customer calls in from Company ABC but their name and number do not appear to the Agent in CyDesk.

Analysis

CyDesk integrates with CRM to obtain customer information.

Troubleshooting Steps

  • If an ODBC entry is used on client workstations to connect to the CRM database:

  • Ensure the ODBC entry is correct i.e. able to connect to the CRM database.

  • If this is only happening for 1 user  ==> Check the CyDesk agent has the correct Integration profile assigned to them.

  • If this is happening for everyone ==> Check the Integration configuration using the CyDesk Manager Configuration.

https://www.cytrack.com