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In Falcon, what is an alternate customer, and how can I create a contact with one?

In Falcon, an alternate customer is a person initiating contact regarding an issue or request for another customer. To create a contact with an alternate customer, do the following:

  1. Open Falcon. Click Create Contacts, and then click Alternate Customer.

  2. In the "Username:" field, enter the alternate customer's Network ID username. To fill the remaining fields with the alternate customer's data, while the cursor is in the "Username:" field, press Enter.

    Note: If the alternate customer does not have a Network ID username, or if the username is not in the Falcon database, note the person's name and contact information in the "Description:" field on the Contact Detail tab.

  3. Verify the alternate customer's phone number. If it is not correct, change the number listed in the "Phone:" field.

  4. Complete and submit the contact as usual. For more information, see the Knowledge Base document In Falcon, how do I create a contact?

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Last modified on September 29, 2006.
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