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Component: CRM-IC
Component Name: Interaction Center WebClient
Description: A page containing a collection of briefing cards that provide an overview of relevant information of your choosing. You can assign each briefing card to one or more briefcases.
Key Concepts: Briefcase is a feature of the CRM-IC Interaction Center WebClient that allows users to store and manage documents, such as customer information, in a secure, centralized location. It is designed to help users quickly access and share relevant information with colleagues and customers. How to use it: To use the Briefcase feature, users must first log into the CRM-IC Interaction Center WebClient. Once logged in, users can access the Briefcase by clicking on the “Briefcase” tab in the navigation bar. From there, users can create folders to store documents, upload documents from their computer or other sources, and share documents with colleagues or customers. Tips & Tricks: When creating folders in the Briefcase, it is important to give them descriptive names so that they are easy to find later. Additionally, it is helpful to organize documents into folders based on their purpose or content. This will make it easier for users to find the documents they need quickly. Related Information: The Briefcase feature is part of the CRM-IC Interaction Center WebClient, which is a web-based customer relationship management (CRM) system designed to help businesses manage customer interactions and data. The system also includes features such as contact management, analytics, and reporting.