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eMeeting Ops > Customers

Navigation path: eMeetings > My Customers

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Overview

The My Customers tab in eMeetings gives you an overview of all customers. Furthermore, you can create a new customer, import ones and edit existing customers.

New Customer

You can create a new customer by clicking + New Customer and filling out the fields below.

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This customer will then show up in the list of customers.

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Customer options

By clicking on a customer, an overview of the customer is shown.

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NumberFunctionality
1 - Join ConferenceYou can swiftly join a conference with the corresponding customer
2 - Export transcriptYou can export a transcript of the customer's chat history
3 - Live ChatOpens a Live Chat window on the right side of the screen to quickly communicate with the customer
4 - Customer InformationThere you can see the customer information
5 - Additional infosHere you can see pre defined additional infos
6 - RecordingsHere you can see recordings of sessions with the corresponding customer

Customer appointments calendar

Below the customer information you can find the appointments calendar of the customer.

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You can create a new appointment by clicking on time intervall on a day of the week. A new window will open where you can specify the appointment.

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Under the advanced tab you can enter a password and state whether or not the password should be sent via email. Furthermore, you can define how long the link will be valid.

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Attendees can be added by entering an email an pressing the Add Attendee button below. You can also add from Groups.

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← Co-BrowsingDocuments →
  • Overview
    • New Customer
    • Customer options
    • Customer appointments calendar
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