This tab facilitates making outgoing calls once the call has been selected from the call queue grid. Until a call has been selected this tab will not be visible.
It is divided into to four groups of fields, each group is derived from a different tables. The majority of the information on this form is read only.
There are also push buttons relating to the telephone numbers the functionality of which will change depending on telephony set up.
This group of fields is information relating directly to the customer linked to the selected call. Fields in this group are :-
Title/initials: Customers title and initials this information is display in separate fields
First name: Customers first name
Surname: Customers surname name
Address: Customers postal address
Postcode: Customers postal area code
Home phone: Customers home telephone number
Work phone: Customers work telephone number
Mobile phone: Customers mobile telephone number
Another number: An alternative contact number for the call. This is the only editable number on the form, any numbers entered in here will not be saved back to the customer record.
Preferred number: Customers preferred contact number
Email: Customers Email address
Account: Customers default account
Best time to call: Customers best time to call details for today
This group of fields display the details for the linked company.
Name: Company name
Address: Company postal address
Postcode: Company postal area code
Main: Company principal telephone number
Other: alternative company number
This group of fields displays information relating to the linked vehicle record
Registration: Vehicle registration number
Franchise: Vehicle franchise
Model: vehicle model
Variant: Vehicle variant
Description: Vehicle description
Service due: Date of next scheduled service
@:vehicles next service mileage
Chassis: Vehicle chassis number
Registration date: Vehicle registration date
Account number: Vehicle related account number
Privately owned: indicator of whether the vehicle is privately owned or not, a tick indicated that the vehicle is privately owned
MOT due: Date of next scheduled MOT test
This group of fields displays information relating to the call.
Origin: Where the call came from
Attempts: the number of times the call has previously been attempted.
Reference: comprises of three separate fields which are the Description of the report used to create the call list, the Script: associated with the call and any call notes previously saved against the call
The push buttons on this form are available on the phone number fields the icon displayed on the buttons will vary according to the status of the liked telephone number. The table below shows the possible icons and their function on a system where telephony is installed and one where it is not.
| Icon | Non Telephony system function | Telephony system function |
 |
Opens the linked script | Automatically dials the selected number |
 |
Telephone number is TPS protected and cannot be used | As non telephony system |
 |
Displayed if the current time is outside the customers best time to call. When selected the system attempts to open the script and if priority allows offers you the chance to call the customer anyway | As non telephony system but the system will attempt to dial the number rather than open the script. |
 |
This indicates the customers preferred number on selecting this option the script will be opened. | As per non telephony but the system will attempt to dial the customers number |
Customer Contact Management Form (Home Page)
Action list tab
Manual inbound tab
