Add new call navigation |
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Add new call navigation |
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Add new call navigation |
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Add new call navigation |
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Usage:
New calls may be created by the following different paths. The most common way to create a call is by accessing the Call and Notes tab on the Customer form, but DLCPM offers several other ways to create calls. For example if you are on the cases form and you wish to create a call that should be related to a case, it is more convenient to create the call for that specific case instead of navigating to the Call and Notes form, creating the call and then linking it to a case .
Following is a list with all possible navigation paths and their corresponding consequences.
1.Main > Customer > 3.Calls and Notes tab > Add new Call
2.Main >Customer form - on the left menu > New Call |
On the New Call form: ➢Customer name ➢User ➢Customer phone number are populated by default. |
Add new Call on Customer form
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3. Main > My calls > Add Call
4. View > My Calls> Add Call |
First the Find Customer form is displayed. Search and select the customer, then on the New Call form: ➢Customer name ➢User ➢Customer phone number are populated by default. |
Add new Call on My Calls form |
5. Main > Department Calls > Add Call |
First Find Customer form is displayed. Search and select the customer, then On New Call form ➢Customer name ➢User ➢Customer phone number are populated by default. |
Add new Call on Department Calls form |
6. Main > Customer >4. Cases > Add Call for selected case |
On the New Call form: ➢Customer name ➢User ➢Case Number and its related info ➢Customer phone numbers are populated by default. |
Add new Call for a selected case on Cases form |
7. Main >Case Finder > Add Call for selected case
8. Case Finder > New Call for Case |
On the New Call form: ➢Customer name ➢User ➢Case Number and its related info ➢Customer phone numbers are populated by default. |
Add new Call for a selected case on Case Finder form |
9. Main > Invoice Case > New Call |
On the New Call form: ➢Customer name ➢User ➢Case Number and its related info ➢Customer phone numbers are populated by default. |
Add new Call for a selected case on Invoice Case form |
10 .Marketing > Campaign > 3. Calls > New Call 11. View >Lab Calls Manager or simply hit F5 12. View > Department Calls Manager or simply F6 13. View > Web Call Manager or simply Ctrl+F5 14.View > Accounting Collection Calls Manager 15.View > Retention Calls Manager |
First the Find Customer form is displayed. Search and select the customer, then on the New Call form: ➢Customer name ➢User ➢Customer phone numbers are populated by default. |
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