Call Notes

Call Notes

A call note is used by the receptionist when a customer wants to be called back. There are several ways to leave a note or to consult a note. 

CALL NOTE FOR THE RECEPTIONIST
Team -> Call manager



When a call comes back to the reception and the customer wants to leave a message, here are the steps to follow
1) Press the padlock



2) A bar will appear at the top, fill in the blanks. If the boxes are already filled, please confirm the information with the customer. If it is in another name and/or number, please write in the text box. Never change the current data.




3) Choose the agent or the department
NONE = the note will go to all users of this department
AGENT = put a specific employee if the customer asks for it, the note will go only to him




4) Write the reason for the call in the text box



5) Save when everything is filled with the floppy disk

If the note is to be deleted, press the trash button


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CALL NOTE LEFT IN THE CLIENT'S RECORD

1) Go to the client's record from the search tab or the call tab at the top


2) Click on the and you will see the Call Notes tab




3) Add a call note



4) Fill in the necessary fields



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COLORS
Blue = general grade / first come, first served, for all users in the department



Red = note to the specific user




Press the notification and the window will appear. Click on it and you will see the details of the note. You have 24 hours to complete the note so that you are not late.




When the call note is completed, press the grey OK box and it will turn green.




Green line = note taken today
White and grey line = more than 24 hours ago
Red line = more than 24 hours ago, late





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CALL NOTES HISTORY
You want to see if all the call notes are completed, how many call notes per department, this is where you will find the information.
Tools -> Call Notes




DEPARTMENTS

Call Notes (My Departments) -> Your Branch



Call Notes (All Departments) -> All Branches


FILTERS


CALL RECORDING




ACCESS TO THE CUSTOMER FILE




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FIND THE CALL NOTE IN THE CLIENT'S COMMUNICATIONS



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