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CRMs v2 – Use them

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Overview

The CRMs v2 module in the Banner allows agents to search, consult, and manage CRM cards directly from their workspace, depending on the rights configured in the Maker.

If you need to configure your CRMs v2, please consult the article CRMs v2 – Set them up

1. Navigate in the module

  • CRM and CRM object selection
    Use the dropdown menus at the top of the module to switch between a CRM v2 and the associated CRM object (e.g., Contact, Account).
  • Search bar
    The search bar applies a filter across all visible columns (Name, First name, Phone number, etc.).
  • Advanced filters
    By clicking the funnel icon on the right, you can apply filters on:
    • Name
    • First name
    • Business phone
    • Mobile phone
    • Contact ID

2. Actions of the list

The various actions (call, send a text message, add to a campaign) depend on the rights of the active profile.

Each line in the table represents one CRM card. Several actions are available at the end of each row:

  • Call: call the contact (if a number is available).
  • Send SMS: send an SMS (if a number is available).
  • Open in side panel: open the CRM card in a side panel.
  • Advanced options (cogged wheel icon):
    • Duplicate the card
    • Insert the contact into a voice campaign
    • Insert the contact into an SMS campaign
  • Delete: permanently remove the card.

3. Open a CRM card in the side panel

By clicking the blue button, you can open a CRM card in the side panel. Up to 10 CRM cards can be opened at the same time.

Above the tabs, three buttons are available:

  • Options:
    • Cases: create a case linked to the CRM card, assign a case
    • Interaction: assign an interaction
    • Task: create a task linked to the CRM card, assign a task
    • Campaign: insert the card into a voice campaign, insert into an SMS campaign, duplicate
    • Delete the CRM card
  • My buttons: custom buttons defined in the Maker (depending on your configuration).
  • Close (red cross): close the CRM card.

When a CRM card is open, several tabs are available:

  • Card: displays the CRM card information according to the layout defined in the Maker.
  • Cases
  • Interactions
  • Qualifications
  • Surveys
  • Voice campaigns
  • SMS campaigns
  • Tasks

In all tabs except Card, you can:

  • Filter data by date (last 3 months).
  • Use the search bar to refine results.
Updated on 2025-10-29
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