In CallConfirmLive!, you might need to assign a client PIN to link phone calls to the correct client, especially for call monitoring and visit verification. Without a PIN, the system may not match calls accurately.
Add a PIN number
To add a PIN to the client's record, follow these simple steps.
Open the client record, then click Misc. Details.
In the Misc.Settings section, click the assign button to add a PIN.
Remove a PIN
When you need to remove a PIN, simply follow these steps.
Open the client record, then click Misc. Details.
In the Misc.Settings section, remove the existing PIN.