TCM1000418 - How to access Contact Management Application (CMA)

Ensure you have been allocated access to Contact Management Application (CMA)聽which will appear on the Start menu of your computer

  • select the CMA icon on the Start menu and you will then be taken into a programme called 鈥楶egaReach鈥�
  • select 鈥榮earch鈥� across the top of the screen
  • select 鈥楴ew Tax Credit鈥� from the drop down menu, if not already populated
  • in the field marked 鈥楻eference鈥� enter the National Insurance number of the customer whose details you require, then select 鈥楽earch鈥�
  • the next screen will show a list of calls made by the customer. Select the blue button on the top bar of the screen which will expand the details
  • select the phone call you require which will show details of the call to allow you to trace the call on viewer.