Creating a New Customer

To create a new session for a new consumer:

1. In the New Session screen, click the Create a New Customer button.
   
   The Create Customer window appears.
   
   

   

2. The list of required and/or optional fields that appears will depend on how the Administrator has configured the fields, as described in Custom Fields (opens a new article). Enter some or all of the following information in the appropriate fields (required field are marked with an asterisk [*]):

• Email: Consumer’s email address.
• First Name: First name of the consumer.
• Last Name: Last name of the consumer.
• Phone 1: Primary phone number of the consumer.
• Phone 2: secondary phone number of the consumer.
• External Consumer ID: Consumer-specific ID that will be entered in your CRM application. If this custom field is enabled as described in Enabling/Disabling a Custom Field (opens a new article), enter the appropriate information in this field, being sure to use the proper format. This field may have a different name and/or accepted data format, and may also be required, depending on the unique settings for your company. Please contact your Support.com Cloud  Administrator for assistance, if needed.
• External Ticket ID: Session-specific ID that will be entered in your CRM application. If this custom field is enabled as described in Enabling/Disabling a Custom Field (opens a new article), enter the appropriate information in this field, being sure to use the proper format. This field may have a different name and/or accepted data format, and may also be required, depending on the unique settings for your company. Please contact your Support.com Cloud Administrator for assistance, if needed.

3. Click Create. Note: Clicking Clear before creating the consumer will erase your entries.

Support.com Cloud will:

• Create the new consumer.
• Create a new session with a new number that is unique to that session.
• Open the Session screen for the new session. See Session Screen.