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 3. Calls & 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 Calls & 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 Number 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 Number 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 Number 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 Number are populated by default. |
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