Call Center - Call Entry Toolbar

Use the Call Entry Toolbar to perform certain functions during Call Center - Call Entry. The Call Entry Toolbar contains a row of boxes with pictures or words representing the commonly used programs in the Call Center. To quickly start a task, click the appropriate button. The table following the window example describes the available buttons for Call Center - Call Entry.

Tips:

For information about...

The Edifice Toolbar, see the Toolbar topic.
Icons and other buttons, see the Icons topic.
For additional information about working with data in fields, see Data Entry Guidelines.

Directions:

To display the Call Center - Call Entry Toolbar, click Call Center on the Edifice Toolbar.

Call Center - Call Entry Toolbar Example:

Call Center - Call Entry Toolbar Descriptions Tip: To see more information about a field, click the hyperlink for the field name.
	Opens the Customer Balance Report.
	Opens the Customer Credit Messages Report.
	Opens the History Inquiry Report for the customer.
	Opens the Print Customer Letter routine.
	Opens the Print Work Order routine for the customer.
	Opens the Call Line Trace Report for the customer.
Call Entry Transaction Buttons Tip: The buttons below pertain to maintaining customer calls.
	To complete the call transaction detail line, click Commit Call or press [ENTER]. Keyboard shortcut: [ALT + o] Tip: The completed call information displays in the Call List Panel. The cursor returns to the Customer field. You are ready to add another call.
	To begin a new call transaction, click New Call. Keyboard shortcut: [ALT + o]
	To remove a call transaction from the Call List, click to highlight the desired customer call line and next click Delete Call. Keyboard shortcut: [ALT + d]