Switch to Another Account

If the customer has multiple accounts associated with their phone number, the Account toggle can be used to switch between those accounts seamlessly. This will include accounts at other facilities as well.

Note the system will match the customer to an account based on the account their last call was associated with at that facility.

Once selected, the system will reflect the information associated with that account.

Important Note

If the account is swapped during the interaction, all notes both in Ease Connect and the PMS regarding this interaction will be associated with the final account selected when the alert was ended. 

You may only associate the interaction with 1 account. I.e. notes cannot be left on multiple accounts within the same interaction.