Customer Data Management
2 Articles
Customer Records Management
10 min
Updated27 Jan 2026
The Table functionality, found under System Configuration, is the Administrator persona for defining the structure and usage of customer-related data (metadata) across the platform. It ensures that customer attributes are consistently defined, managed, and consumed by campaigns, agents, and reporting modules.
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Customers / Lead Filtration
7 min
Updated20 Apr 2026
The Customers Tab is a critical feature within the campaign settings (typically for Outbound, Parallel Predictive Dialing, and Voice Blast campaigns) that controls which customer records are eligible for dialing. It facilitates lead filtration by allowing the Administrator/Supervisor to apply pre-defined rules, ensuring only specific segments of the customer database are accessed by the dialer.
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