Call is nothing but a request for service from the customer. It can be about the complaints, services or any issue regarding the product. The request from the customer can be in the form of telecalls, which is a direct call from the customer to the support team regarding any issue or by email which can be converted to request by using the communication module.
Search box: It is used for the automatic display of the account information.
Enter the account name. Click on search. It automatically displays the account information fields.
You can search the account information by using the phone number. Select the number from the drop-down list.
Select owner from the drop-down list. Account information related to that owner will display.
Select the account from the drop-down list or you can create a new account as it is a master.
Select the contact from the drop-down list or you can create a new contact.
Select the Request mode.( Phone,E-mail,SMS,Web)
Enter the address of the customer.
Enter the contact number of the customer.
Enter the subject of the Request.
You can enter any description related to the service Request.
Select the status of the Request from the drop-down list. (new,open,on-hold,resolved)
Select the type of contract.(AMC, Non-contract)
Enter the issue about the product service or You can create issues as it is a master.
Select the service priority from the drop-down list depending upon the service to be provided. (Normal, low, medium, High)
Enter the preferred date and time as per customer service.
Select the queue to which the call is assigned.
Select the person to whom the Request has to be assigned in the queue.
Select the role of the person.
Note: You have Save and New option to save the current Request and automatically load a new page to create a new Request or Cancel to cancel the current Request creation.
No card required
To sort the call Requests which are created by the specified user.
To view all the type of call. You can even select from the drop-down list in view.
You can create a new Request from the view page as well.
To perform various kinds of activities.
To edit the call Request in detail view page.
To delete the call Request from the list.
To view call list in the split view screen.
To edit details regarding the Request.
To clone the selected Request and enter the desired details.
To print the call Request by using print layout.
Create tags and use these tags anywhere in the module.
In the related list all activities related to the Request are recorded.
Each and every activity update is recorded.
To resolve the previous call information of that call Request.
Detailed information regarding Request is updated in the ticket information.