- Number: This number will be generated automatically once the call registration details are saved.
- Type: The type can be Call Registration as a default.
- Date: This is the date when the call registration is created.
- Reference Number:
- Reference Date:
- Problem: The details of the reported problem is needed to be entered here.
- Call From: The call from tab requires detail about the call received for the complaint.
Type: The Call can be received from a different source.
- Party- If the Source Type is selected as “Party” then all available Parties saved in the database will be populated.
- Party Branch- If the party having more than one branch then this option is used to select the Branch in which the complaint received.
- Contact- If Source Type as Contact the all the contact in our database will be populated here.
- Employee- When the source type selected as “Employee” then all employee's names will be populated here.
- Applicant-
- Lead- The lead type is selected for the sales lead received by the organization.
Call Type: The call can be received for repair, maintenance, service, etc. Depends on the requirement select the type.
Call Mode: The call can be received through different ways such as a person, mail, fax, call center, in-house, auto, etc.
Call Nature:
Priority: The priority will differ based on the problem. Some problems will not affect the machine's functioning. Those kinds of problems will be marked on less priority. Select the priority type depends on the problem.
Reported On: Select the date when the problem is reported.
Time: Enter the time when the problem is reported.
Allotted Type: The call can be allotted to a specific type of person, they can be an employee or technician of an organization or from a different party. Select the allotted type as per the requirements.
Allotted To: This field is used to define the person who is
Call Status: The status of this call will be changed once solving the reported problem. Depends on the problem change the call status.
Scheduled On and Time: The date and time when the service or maintenance scheduled for the reported problem will be selected here.
9. Reported By: The name who is reported the problem is needed to be selected here.
10. Received By: The person who received the call will be selected here.
11. Location: The equipment may be placed indoor or outdoor. Select the equipment's location based on the requirement.
12. Call Status: The status of a call can be changed once the problem is sorted out. Until the problem is resolved, the call status will be working.
13 Call Details: The call details tab will require the details of reported equipment, problem nature, remarks, etc.
Selection Type: The type can be an asset or machine or resource etc.
Product: The equipment which is reported will be selected here.
Problem Nature: The nature of the problem might be simpler or complex. Depends on the problem, select the nature.
Coverage status:
Remarks(Action Taken): Detailed description of the problem need to be entered here.
Customer Remarks:
14. Click the Save Button.
Contents
Revisions
- June 29, 2021 @ 12:50:00 [Current Revision] by Surya BALAMURUGAN
- June 29, 2021 @ 12:50:00 by Surya BALAMURUGAN
- June 29, 2021 @ 12:03:20 by Surya BALAMURUGAN
- June 29, 2021 @ 11:00:29 by Surya BALAMURUGAN
- June 29, 2021 @ 10:45:27 by Surya BALAMURUGAN
- June 29, 2021 @ 10:36:23 by Surya BALAMURUGAN
- June 29, 2021 @ 10:33:38 by Surya BALAMURUGAN
Revision Differences
| June 29, 2021 @ 10:33:38 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Unchanged: Call Registration | Unchanged: Call Registration | ||
| Deleted: Path: Maintenance> Transaction>Call Registration | Added: <strong>Path: Maintenance> Transaction>Call Registration</strong> | ||
| Added: Call registration is used to record all the complaints received from the organization or the clients from outside. The complete details of the raised complaint should be gathered and which can be used to understand the problem's nature. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Call- Registration_ 01.png"><img class="alignnone size-full wp-image-14586" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Call- Registration_01.png" alt="" width="1115" height="610" /></a> | |||
| Added: <ol> | |||
| Added: <li>Number: This number will be generated automatically once the call registration details are saved.</li> | |||
| Added: <li>Type: The type can be Call Registration as a default.</li> | |||
| Added: <li>Date: This is the date when the call registration is created.</li> | |||
| Added: <li>Reference Number:</li> | |||
| Added: <li>Reference Date:</li> | |||
| Added: <li>Problem: The details of the reported problem is needed to be entered here.</li> | |||
| Added: <li>Call From: The call from tab requires detail about the call received for the complaint.</li> | |||
| Added: </ol> | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Call- Registration_ 02.png"><img class="size-full wp-image-14589 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Call- Registration_02.png" alt="" width="335" height="220" /></a> | |||
| Added: Type: The Call can be received from a different source. | |||
| Added: <ul> | |||
| Added: <li>Party- If the Source Type is selected as “Party” then all available Parties saved in the database will be populated.</li> | |||
| Added: <li>Party Branch- If the party having more than one branch then this option is used to select the Branch in which the complaint received.</li> | |||
| Added: <li>Contact- If Source Type as Contact the all the contact in our database will be populated here.</li> | |||
| Added: <li>Employee- When the source type selected as “Employee” then all employee's names will be populated here.</li> | |||
| Added: <li>Applicant-</li> | |||
| Added: <li>Lead- The lead type is selected for the sales lead received by the organization.</li> | |||
| Added: </ul> | |||
| Added: | |||
| Added: Party: The party who reported the problem will be selected here. | |||
| Added: Branch: The party will be having various branches. So the branch in which the reported equipment is located will be selected here. | |||
| Added: Contact: Select the name of a contact who is reported the problem. | |||
| Added: Employee: The employee who is reported the problem will be selected here. | |||
| Added: 8. Call To: This tab is used to allot the reported call and record the call nature. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Call- Registration_ 03.png"><img class="alignnone size-full wp-image-14590" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Call- Registration_03.png" alt="" width="691" height="224" /></a> | |||
| Added: Call Type: The call can be received for repair, maintenance, service, etc. Depends on the requirement select the type. | |||
| Added: Call Mode: The call can be received through different ways such as a person, mail, fax, call center, in-house, auto, etc. | |||
| Added: Call Nature: | |||
| Added: Priority: The priority will differ based on the problem. Some problems will not affect the machine's functioning. Those kinds of problems will be marked on less priority. Select the priority type depends on the problem. | |||
| Added: Reported On: Select the date when the problem is reported. | |||
| Added: Time: Enter the time when the problem is reported. | |||
| Added: Allotted Type: The call can be allotted to a specific type of person, they can be an employee or technician of an organization or from a different party. Select the allotted type as per the requirements. | |||
| Added: Allotted To: This field is used to define the person who is | |||
| Added: Call Status: The status of this call will be changed once solving the reported problem. Depends on the problem change the call status. | |||
| Added: Scheduled On and Time: The date and time when the service or maintenance scheduled for the reported problem will be selected here. | |||
| Added: 9. Reported By: The name who is reported the problem is needed to be selected here. | |||
| Added: 10. Received By: The person who received the call will be selected here. | |||
| Added: 11. Location: The equipment may be placed indoor or outdoor. Select the equipment's location based on the requirement. | |||
| Added: 12. Call Status: The status of a call can be changed once the problem is sorted out. Until the problem is resolved, the call status will be working. | |||
| Added: 13 Call Details: The call details tab will require the details of reported equipment, problem nature, remarks, etc. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/06/Call- Registration_ 04.png"><img class="alignnone size-full wp-image-14592" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/06/Call- Registration_04.png" alt="" width="940" height="221" /></a> | |||
| Added: Selection Type: The type can be an asset or machine or resource etc. | |||
| Added: Product: The equipment which is reported will be selected here. | |||
| Added: Problem Nature: The nature of the problem might be simpler or complex. Depends on the problem, select the nature. | |||
| Added: Coverage status: | |||
| Added: Remarks(Action Taken): Detailed description of the problem need to be entered here. | |||
| Added: Customer Remarks: | |||
| Added: 14. Click the Save Button. | |||
| Added: | |||
| Added: | |||
| Added: | |||
| Unchanged: | Unchanged: | ||
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