This form is displayed when you select the Select button in the Case file form derived from the Make a call tab on the CCM form. It is also displayed when you double-click a line in the grid on the Outstanding Calls form.
Number: A code identifying the call record
Call script: A code identifying the call script associated with the call record
Fixed Details:
Call list: Identifies the list to which the call record belongs
Reference: A code and description indicating a category such as NOR / No reply
Generated date: When the call record was created
Generated time: When the call record was created
Call auto-allocated?: A tick indicates that the call record was allocated automatically when the call list was created
Type: The call direction, for example CALLOUT indicates an out-bound call
Call Required By:
Date: When the call is required
Time: When the call is required
Agent: Agent's system login ID and name
Other Details:
Priority: The priority of the calls in this list relative to calls on other lists; 1 being the highest and 9 the lowest, while X means that the list is closed / not live
Status: Indicates if the call is pending, callback, recycled, or to try later
Notes: Text associated with the call
Marketing/CRM Links:
Target/Customer: Target/Customer's name
Vehicle: One-line description of target/customer's vehicle
Tip: Select the Ellipsis button
to search for a Vehicle record.
Company: Target/Customer's company
Tip: Select the Ellipsis button
