Call Center - Call Entry Transaction Details Panel Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Customer

Enter the identifier for the customer who called. Or, press [TAB] to enter the Location ID. (up to 12 characters)

Tip:  To search for a Customer ID, click Search or press [CTRL + f].

Displays the First Name, Middle Initial and Last/Business Name of the customer.

Displays the House Number, Street Name and abbreviated Town Name for the customer's location.

Location

To accept the default Location ID for the customer, press [TAB].  Otherwise, enter the Location ID for the customer call.

Tip:  To search for a Location ID, click or press [CTRL + f].

Call Type

Enter a defined Call Type ID for the customer call. (up to 3 characters)

Tips:  

• To search for a Call Type ID, press [CTRL + f].

• To create a new Call Type ID, press [CTRL + o].

Reference

Enter a Reference to associate with the customer call. (up to 40 characters)

Phone Number

To accept the customer's Phone Number as the contact number, press [TAB].  Or, you can enter another Phone Number to contact the customer. (xxx-xxx-xxxx)

Geographic Area

Enter a defined Geographic Area ID to represent the area where the customer is located. (up to 5 characters)

Tips:  

• To search for a Geographic Area ID, press [CTRL + f].

• To create a new Geographic Area ID, press [CTRL + o].

Status

To assign a Status to the customer call, click a choice in the drop-down list.

Entry Options:

• Closed

• Open

• En Route

Date

To accept the system date as the date of the customer call, press [TAB].  Otherwise, enter the date of the customer call. (mm/dd/ccyy, slashes and century optional.)

Time

To accept the system time as the time of the customer call, press [TAB].  Otherwise, enter the time of the customer call. (hh:mm, 24 hour military time, colon optional)

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 customer call transaction, click New Call.

Keyboard shortcut:  [ALT + o]

To remove a customer call transaction from the Call List, click to highlight the desired customer call line and next click Delete Call.

Keyboard shortcut:  [ALT + d]