Call Center - Call Entry Wizards Panel

This topic last opened by author on May 13, 2010 at 12:53 PM.

Use the Call Entry Wizards Panel Control menu to open a control menu of wizards for data entry.  Similarly to the Windows™ Explorer, you can collapse and expand a level within the menu using the plus (+) and minus (–) buttons.  The table following the window example describes the Wizards Panel for Call Center - Call Entry.

Tip:  For general information about Wizards, see the Wizard - Introduction.

Directions:

To open the Call Entry Wizards Panel Control menu, click Call Center on the Edifice Toolbar.

Wizards Panel Control Menu Example:

• To expand a level, which reveals the options within that level, click Plus .
  Example:  To open the Create level, click Plus next to Create.

• To collapse a level, which hides the options within that level, click Minus .
  Example:  To close the Create level, click Minus next to Create.

• To select an option, which opens the associated Wizard, click the option within the appropriate level.
  Example:  To open the Wizard for creating a new location, click Location.

• The table below describes the available options.