Crear nuevos contactos

SPEAKER: In this video, you will learn how to create a new contact. Start by hovering over the Administration and Settings menu, and then select Contact Center. Next, select Add New Contact. At Contact Type, select the appropriate checkboxes-- Business, Individual, or Employee. For this scenario, we will select Business.

In the Contact Information section, enter the Name and ID Number. In the Address Information section, enter the contact's address information. If you enter information in Address Line 1, the Country and City fields will be mandatory. As the Contact Person section is optional, you can decide if you want to enter a Contact Name if it is different from the beneficiary entered above. You also have the option to enter personal information for the contact.

In the Payment Information section, enter the contact's account information. Begin by selecting the appropriate radio button, depending on whether you want to enter the beneficiary's bank information or the beneficiary's IBAN number. If you choose to enter bank information, select the Account Type and enter the Account Number. Then you can either enter or search for the Bank Routing Code.

To the right, you may notice the list of payment methods appear once a financial institution has been determined. Check the checkboxes for the methods you want to use for the beneficiary's account. In the optional Intermediary Bank section, you can enter the appropriate intermediary bank information. Select whether you want this account to be the primary account for this contact. If you want to add another account for this contact, select Add Another Account.

Select Save Contact to save the contact details. You will see a confirmation message that the new beneficiary was submitted successfully.

Thank you for watching this video, where you've learned how to create a new contact in the contact center.