How do I insert contact information into Call Scripts?

To insert or merge contact information into the SubScript Text of a call script:

  1. Sign in as an Administrator.
  2. Click on the Projects menu on the top left and select a Project.
  3. Click on the Field Customization menu and select Call Scripts.
  4. Select the Call Script you would like to copy.
  5. Select the desired SubScript from the SubScript list.
  6. Click your cursor in the SubScript Text box where you would like to insert the contact variable.
  7. Click on Insert Contact Variable button.
  8. Select the variable (field) to insert.
  9. Finish making any other changes to the SubScript text.
  10. Click Save button.
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