Difference between revisions of "Phone Call Action Item"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/phone-call-action/ Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Phone Call Action|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/phone-call-action/]] | ||
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<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Phone Call Action Item | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Phone Call Action Item | ||
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By default when you view the Phone Call Action it will show the name of the customer associated to the request and their phone number. This provides you with quick access to phone them without having to look up their details. | By default when you view the Phone Call Action it will show the name of the customer associated to the request and their phone number. This provides you with quick access to phone them without having to look up their details. | ||
| − | If you need to find another phone number, use the Search Customer option to look up other user's contact details. | + | * If you need to find another phone number, use the Search Customer option to look up other user's contact details. |
| + | * In configured, initiate a Skype phone call by clicking on the customer number | ||
== Conversation Notes == | == Conversation Notes == | ||
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== Schedule a Call Back == | == Schedule a Call Back == | ||
Built into this action item is a ''Call Back'' feature that lets you schedule an activity to phone the customer back at another time. This Call Back is added into the activities section of the request and onto your personal Activities View | Built into this action item is a ''Call Back'' feature that lets you schedule an activity to phone the customer back at another time. This Call Back is added into the activities section of the request and onto your personal Activities View | ||
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| − | [[Category: | + | [[Category:HDOC]] |
Latest revision as of 22:40, 1 February 2024
This document can now be found at its new location in the Hornbill Document Library.
