SolvedTCM1000418 | How to access Contact Management Application (CMA)
From HM Revenue & Customs · Tax Credits Manual
Ensure you have been allocated access to Contact Management Application (CMA) 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 ‘PegaReach’
select ‘search’ across the top of the screen
select ‘New Tax Credit’ from the drop down menu, if not already populated
in the field marked ‘Reference’ enter the National Insurance number of the customer whose details you require, then select ‘Search’
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.