Call Center Post

Use the Call Center Post routine to update the customer Calls History file with the completed, closed customer calls.  A customer call is completed and closed when you set the Status to Closed during Call Center - Call Entry.

Tip:  After you run the post you can view the posted, closed customer calls during the Customer Calls Panel of the Customer Inquiry.

Directions:

To see directions for...

• Opening the Call Center Post routine, click More.

   

  1. Click Daily Work from the Menu Bar.

  2. Click Call Center.

  3. Click Post.
     
     Or, use the keyboard shortcut:  [ALT] [y] [l] [o].

   

  Call Center Post Window Example:

  

   

• Choosing the selections at the prompt window, click More.

   

  Call Center Post Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Clerks	To select the clerks to process, click to check the appropriate Clerk IDs listed. Tip:  To quickly select or de-select all clerks listed, click Check All .
  Batches	To select the batches to process, click to check the appropriate Batch IDs listed. Tip:  To quickly select or de-select all batches listed, click Check All .
  	To run the routine and begin printing to the Windows® default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the post routine: Click Cancel. Keyboard shortcut:  [ALT + c] Or, click Close .
  	To close the Call Center Post when the routine is complete, click Done. Keyboard shortcut:  [ALT + d] Note:  Done displays when the routine is complete.

   

• Report Sample(s), click More.

   

  To see an example of the report, click Call Center Post Printout Sample.