How to view the caller's details in Live Support

Live Support can display details about a caller. To go to the Live Support page, select Run > Service Request > Live Support.

To display caller's details:

If the caller's name is not automatically displayed in the PERSON box, you can find it in one of the following ways:

  • Click the list icon  to display a simple list of eligible values. When the list of values is long, you can type a few characters from the start of the caller's name into the search field  Search icon to limit the results.

  • Click the expanded list icon Expanded list icon to display a list of eligible values in a record list format. Other field values appear in this view that are useful information.

After finding the caller's name, select it to display the caller's location and contact details in MORE INFO.

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