This screen is designed to provide quick and organized access to all essential information about the selected customer.
You can manage all details of the customer card from one place, including contact information, product relationships, avatar statuses, and interface tips.

Start exploring the customer card detail screen now.

Overview & Navigation

You can open the customer detail tab by double-clicking on any customer in the CRM screen.

Left Panel: Customer Information Area

This panel contains basic and operational information about the customer. The left panel includes the following information:

General Information:
- ID Number (in masked format)
- Agent name
- Result Code (e.g., To Be Called Later)
- Queue name (e.g., Voyce Queue 1)
- Status, Total Contact count
- Previous Agent information
- Total Amount
Call Information:
- Last Call Date
- Action Date
- Assignment Date
- Upload Date
Transaction Options:
- With Edit and Add links, users can add new data to the customer card or update existing data.

Top Header and Tabs

At the top of the page, the active record customer's name appears as a tab (e.g., "FIRST LAST"). When working with multiple customers in the CRM module, each opens as a separate tab. This structure allows users to easily switch between records.

Tabs appear horizontally.
Each tab can be closed individually with the (X) icon.
Right-click options allow for “Close this tab,” “Close others,” “Close all tabs” actions.
The main CRM screen never closes.

Middle Panel: Module Contents

This area displays actions related to the relevant record. The Phones and Product sections for the customer are actively visible. Each module is shown under its own heading, and you can access sub-features by clicking on the details.

Tab Performance and Usage Recommendation

There is no technical limit for opening tabs in the system.
However, for performance and user experience, it is not recommended to keep more than 5-6 tabs open at the same time.
Open tabs can consume system resources and create operational complexity.

Note: To access customer details, simply click on the tab. Each tab represents a separate customer record.

Customer Card Panel

The Customer Card Panel provides quick access to all essential information about the active customer record. This panel is located on the left side of the screen and facilitates informed actions by the agent regarding the customer.

Demographic Basic Information

At the top of the customer card, the customer's name, system ID information (example: 525712734), and a colorful avatar made up of initials are displayed.

The basic information on the card includes:

Information Field	Description
ID Number	Displayed in masked form. Data security is a priority.
Agent	The username of the agent currently dealing with the customer.
Result Code	The result of the last transaction with the customer (example: To Be Called Later).
Queue	The call queue the customer belongs to (example: Voyce Queue 1).
Status	The transaction status of the customer record in the system (example: C).
Total Contact	The total number of communications with the customer.
Previous Agent	The user who previously dealt with the customer.
Total Amount	The financial total involved in the transaction with the customer.

At the bottom, the most recent communication and transaction dates related to the customer are listed:

Call Information	Description
Last Call	The date of the most recent communication
Action	The date of the last defined action (a default date is shown in the example)
Assignment Date	The date the customer was assigned to the agent
Upload Date	The date the customer data was included in the system

📌 Tip: Information fields are defined as embedded (fixed) in the system. These fields cannot be changed, but their contents can be updated.

Adding / Editing / Deleting Custom Fields

The + Add and Edit links at the bottom of the customer card allow agents to define custom fields on the card or update existing information.

+ Add: Users can create custom fields like “Date of Birth” or “Contact Information” themselves.
Edit: The contents of embedded (fixed) data fields (such as total amount, representative) can be changed.
Deletion Restrictions:
- Extra added custom fields can be completely deleted.
- System-defined embedded fields can only be left blank; the field name cannot be deleted.

Users should not accidentally delete fields they have added specifically. This action cannot be undone.

File Upload

One of the icons in the upper right corner of the customer card represents the file upload function.

Users can upload documents in PDF, Word, Excel, image, or various other formats to this area.
Uploaded files can be viewed and downloaded by other users.
File size limit: The maximum upload size may vary according to system settings; it is generally limited to 50 MB.

Example Uses: Documents such as contracts, identity verification documents, customer notifications, and collection forms.

Script Selection

Voyce can display scripts (conversation flow, HTML forms) specific to the customer representative. Thanks to the script area, during a call:

Personalized greetings can be made for the user. For example: "Hello [CUSTOMER_NAME], how can I assist you?"
Scripts can be designed with HTML; elements like videos, images, styles, etc., can be added.
Scripts automatically open when a call comes in, an outbound call is initiated, or a manual call is made.
Scripts are defined on a project basis. Defining scripts specific to certain users or user groups is not yet supported.

Note: Script viewing permissions depend on user roles. Users without permission cannot see the script content.

Past Activity Timeline

All previous interactions with the customer are presented as a timeline. This area can be accessed from the customer card or via a special button.

Viewable Interaction Types:
- Notes
- SMS sending records
- Logs (e.g., “Date of birth added”, “File uploaded”)
Filtering Options:
- Only Notes
- Only SMS
- Only Logs
Details: Each record shows who made it, when, and with what content.

Example: “On 25.07.2025, a note ‘debt information updated’ was added by representative Burak.”

Phone Numbers Management

The phones section is where all contact numbers belonging to the customer are listed and can be managed. This screen allows call representatives to view past communication records, take new communication actions, and perform necessary management operations.

Number Status Colors & Icons

The colored status dot at the beginning of each phone number indicates the system status related to that number:

Color	Meaning
🟢 Green	Active, callable phone
🟠 Orange	Uncertain/suspicious line, not verified in the system
🔴 Red	Incorrect number, cannot be called
🔵 Blue	Manually entered / pending action number

There is also a star (⭐) icon next to each number. When clicked, the number is marked as "favorite" and appears prioritized in the list.

Manual Result Code / Note Entry and Effects

The representative can manually enter a result code and explanatory note for any number:

With the “Add Result Code” option from the three-dot menu:
- Non-system actions can also be concluded.
- The manually entered result code is recorded in the call history as a “manual action”.
- If a note is added, it appears in the “Note” column of the relevant record.

Attention: Result codes added through manual entry are marked as manual results in reports, not as system actions. This distinction is important in performance reporting.

Call Listening

Each communication line contains past information related to the call. If you are authorized in the system:

You can listen to the call recording by double-clicking.
Information such as who called (e.g., burak.ersever), when it was called (25/07/25 17:33), and the result is clearly shown.
Depending on the authorization status, you can listen to your own or other representatives' calls.

Sending SMS / WhatsApp Messages

You can send SMS or WhatsApp messages using the "Send SMS" option from the three-dot menu on the right side of the phones.

Sending SMS:
- Template messages are defined by the system.
- Free message entry is only available to authorized users.
Sending WhatsApp Messages (Web-based):
- Messages are sent via WhatsApp Web.
- If the company does not have WhatsApp Business API integration, this process is done through manual browser redirection.
- Warning: Meta (Facebook) policies must be followed for WhatsApp messages. Sending non-template, bulk, or promotional messages may result in your number being blocked.

Note: If you are sending messages via WhatsApp, you must comply with Meta's official policy rules. Otherwise, your number may be permanently blocked. WhatsApp Business Messaging Policy – Meta Official Page

Deleting Numbers

If you have representative authority, a number can be completely deleted from the system.
A deleted number is removed from history and cannot be recovered.
The activity history logs who deleted it and when.

Warning: The number deletion process is irreversible.

Editing Numbers

The owner information of a number (e.g., Relative) can be edited.
When adding a new number, ownership information can also be specified (e.g., brother, spouse, etc.)

Tracking Contact Numbers

To the right of each number, the daily and total contact count is displayed. For example: 0 / 2 → Called 0 times today, 2 times in total.

This allows representatives to see in real-time how much contact has been made with each number.

Product(s) Details

The products section is the module where all financial or service-based products belonging to the customer are managed. Each product can be monitored, actions can be taken, and detailed tracking can be done by the representative.

Product List (Mandatory Fields)

Products belonging to the customer are listed in the main table. Each product row includes the following fields:

Field	Description
Product No	The unique identifier of the product in the system. It must be unique for each product.
File Date	The date the product was added to the system
Amount	The total transaction amount for the product
Status	The transaction status of the product (e.g., Pending, Closed, etc.)

Note: The Product No field is mandatory. A blank or duplicate product number will not be accepted by the system.

Product-Based Action / Result Code Definitions

A specific result code can be selected for each product to perform transactions. These transactions are carried out and detailed through product-specific result codes:

Field	Description
Result Code	The type of transaction applied to the product (e.g., Product Payment Promise)
Action Date	The date the action determined by the representative will be carried out
Amount	The payment or transaction amount specified within the scope of the action
Installment Count	If applicable, the number of installments for the transaction amount
Note	A free-form description field entered by the representative

Each of these fields can be activated/deactivated through the Result Code Management module. For example, if the "Ask for installment count" parameter is selected, this information will be requested from the user. Otherwise, the field will not be visible.

Product Action History & Notes

When you click on each product row, the detail area that opens lists past actions related to that product. This history includes:

Displayed with a timestamp (Date/Time)
The identity of the representative who performed the transaction
The selected result code
The planned action date
Includes any entered amount, installment count, and note contents

Date	Agent	Result Code	Action Date	Amount	Installment	Note
25/07/2025 17:45	burak.ersever	Product Payment Promise	25/07/2025 00:00	33	2	test

With this setup, the agent can retrospectively track all decisions, promises, and processes related to the product.

Customer Card Interface Tips

Avatar Colors: Active / Inactive Customer Status

The circular avatar area to the left of the customer's name reflects not only the initials but also the activity status of the customer record in the system.

Color	Meaning
🟢 Green	Customer is active
🔴 Red	Customer is inactive (access restricted)

The avatar area allows the agent to quickly get an idea of the customer's status.

Information Copying and Quick Access Tips

Voyce offers a right-click data copying function for some critical fields:

Field	What Happens with Right Click?
Customer Number	Copied to clipboard with a single click
Phone Number	Number is directly copied with right click, called with left click.
TCKN	No right-click copying support available