See also: Receiving a Manual Inbound Call in Customer Contact Management
This tab facilitates manually receiving calls.
Known Information:
Surname: Target/Customer's surname to search on with the Quick find button
Postcode: Target/Customer's postal area code to search on with the Quick find button
Phone no: Target/Customer's telephone number to search on with the Quick find button
Registration: Target/Customer's vehicle registration number to search on with the Quick find button
Known information PUSH BUTTONS:
See also: Home page non-tab push buttons
Blank criteria: Clears any entries in Surname, Postcode, Phone no, and Registration
Quick find: Searches the target/customers database for records matching your entries in one or more of Surname, Postcode, Phone no, and Registration, displaying any matching records in the Select Caller grid
Search: Populates the Select Caller grid from Marketing/CRM records matching your search criteria
Clear results: Empties the Select Caller grid
New: Enables you to enter details of a new Marketing/CRM target/customer
Select Caller:
Tip: Double-click a grid line to view that caller's outstanding calls, if any.
Target/Customer name: Target/Customer's name
Address: Target/Customer's postal address
Postcode: Target/Customer's postal area code
Current Vehicle: Description of vehicle
RegNo: Vehicle's registration number
Branch: The marketing/CRM location associated with the call
Select Script:
Script graphic buttons: Displays the script associated with the button
Note: Script graphic buttons are only displayed if you have favourite scripts defined. Only the first three are displayed here.
Other script: From the drop-down menu select the script to launch when the call is started
Customer Contact Management Form (Home Page)
Action list tab
Make a call tab
