You might need to add information to lookup administration in CallConfirmLive! to support new processes, improve data accuracy, enable system integrations, or ensure users have the correct options during calls.
Add a new item
To add a new item in lookup administration, follow these simple steps:
Click System, then click Lookup Administration.
Select the folder you require to update, then click Add New.
Enter the required details within the short and long descriptions.
Click OK.
Update your lists
Once you've added all of the options you require, you'll need to update your lists.
Click System, then select Refresh dropdown lists.
You'll now see your new information in your dropdown lists.
Remote desktop
Customers do not have access to any red folders within Lookup Administrator so will need to contact the support team to request these changes.
The support team will require email confirmation of the changes required. If you need us to change or amend any of the remote menu reasons, Please raise a new case online and reference the title of this article.