Initially, you can enter details regarding the date, reference number, etc., but most of these fields are automatically generated based on your settings.
- Problem: Enter a short description of the problem that is reported in this call.
- Type: Specify the origin of the call here.
- Party - Choose the party from which the call was made.
- Party Branch - Specify the party branch if you want to note the specific branch of the party.
- Contact - If there is a specific contact then select this type.
- Employee - In case of internal calls then select this option. (Choosing this will disable unrelated fields)
- Party, Branch, Contact: Based on the type that you have chosen, specify the party, branch, and contact in these respective fields.
- Employee: If the type is Employee, select the name of that employee from the given list.
- Call To
- Call Type: The call type may be either Domestic or International.
- Call Mode: Choose the mode of call.
- In-Person - If the call was made in person then select this option.
- Auto - For Automated or planned type of mode, choose this. E.g. AMC (Annual Maintenance Contract) visits.
- Phone - Calls made directly through phone. E.g. Calls made directly to service engineers come under this type.
- Fax/Mail - Calls made by fax or mail.
- Call Center - If this call was made through a call center.
- In House - Internal calls come under this type.
- Call Nature: Specify the nature of the call by selecting one of the options listed in this field.
- Courtesy Call - If this call is a casual inquiry or related type, then choose this type.
- Warranty Call - Calls made with relation to the product's warranty.
- Marketing Call - Calls related to marketing.
- Install - Calls made regarding the installation and related activities.
- Service - Service calls that are chargeable.
- Priority: Low, Normal, High, Immediate is the available priority types listed. Choose one based on the importance of the call.
- Problem Date, Time: Enter the date and time of the problem's occurrence.
- Allotted Type, To: Choose where this call is to be allotted. This can be Employee if it is an employee of your organization. Technician, if it's someone who is specialized for this and may not be an employee. Party can also be selected if this call is allotted to one of your parties.
- After selecting the type, enter the specific employee, technician, or party in the Allotted To field.
- Call Status: After the call has been made, you must update the status in this field.
- Pending - If this call is yet to be attended to.
- Allotted - When the call has been analyzed and allotted.
- Completed - If the work is completed, pending response or otherwise.
- Postponed - Response to this call has been postponed.
- Call Back - To proceed further, a call back is to be made. This may be for consultation and other reasons.
- Promise Date, Time: Specify the date and time when the problem's fix has been assured for.
- Reported By: Choose the person responsible for reporting this problem.
- Received By: This is the employee who received the call.
- Type Of Call: Indoor, if the call originated from the same city. Outdoor, if the call has been made outside the city.
Contents
Revisions
- February 8, 2022 @ 10:30:23 [Current Revision] by vv
- February 8, 2022 @ 10:30:23 by arul
- February 8, 2022 @ 10:29:46 [Autosave] by arul
- October 13, 2015 @ 10:14:09 by vv
- October 13, 2015 @ 10:13:17 [Autosave] by vv
- October 13, 2015 @ 08:52:03 by vv
- October 13, 2015 @ 08:47:38 by vv
- October 13, 2015 @ 08:39:05 by vv
- October 13, 2015 @ 07:06:53 by vv
- October 13, 2015 @ 06:56:13 by vv
- October 13, 2015 @ 06:49:08 by vv
- October 13, 2015 @ 06:46:07 by vv
- October 13, 2015 @ 06:36:37 by vv
- October 13, 2015 @ 06:23:56 by vv
- October 13, 2015 @ 06:19:40 by vv
- October 13, 2015 @ 06:06:23 by vv
- October 13, 2015 @ 05:51:58 by vv
Revision Differences
| October 13, 2015 @ 08:52:03 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Unchanged: Call registration helps you to enter details regarding official calls you receive internally or externally. This screen allows you to store information like nature of the call, estimation of service cost details, information regarding the allocation, etc. | Unchanged: Call registration helps you to enter details regarding official calls you receive internally or externally. This screen allows you to store information like nature of the call, estimation of service cost details, information regarding the allocation, etc. | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/10/callreg.png"><img class="alignnone size-full wp-image-5210" src="http://help.goodbookserp.com/ wp-content/uploads/2015/10/ callreg.png" alt="callreg" width="1013" height="613" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/10/callreg.png"><img class="alignnone size-full wp-image-5210" src="http://help.goodbookserp.com/ wp-content/uploads/2015/10/ callreg.png" alt="callreg" width="1013" height="613" /></a> | ||
| Unchanged: | Unchanged: | ||
| Deleted: <strong>Fields & its description:</strong> | |||
| Deleted: Initially you can enter details regarding the <strong>date</strong>, <strong>reference number</strong>, etc., but most of these fields are automatically generated based on your settings. | Added: Initially, you can enter details regarding the <strong>date</strong>, <strong>reference number</strong>, etc., but most of these fields are automatically generated based on your settings. | ||
| Deleted: <ul> | |||
| Deleted: <li><strong>Problem< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Enter a short description of the problem that is reported in this call. | |||
| Deleted: | |||
| Deleted: <strong>Call From</strong> | |||
| Added: <ol> | |||
| Added: <li><strong>Problem: </strong>Enter a short description of the problem that is reported in this call.</li> | |||
| Added: <li><strong>Type: </strong>Specify the origin of the call here. | |||
| Added: <ol> | |||
| Added: <li><em>Party - </em>Choose the party from which the call was made.</li> | |||
| Added: <li><em>Party Branch -</em> Specify the party branch if you want to note the specific branch of the party.</li> | |||
| Added: <li><em>Contact< /em> - If there is a specific contact then select this type.</li> | |||
| Added: <li><em>Employee - </em>In case of internal calls then select this option. (Choosing this will disable unrelated fields)</li> | |||
| Added: </ol> | |||
| Added: </li> | |||
| Added: <li><strong>Party, Branch, Contact: </strong>Based on the type that you have chosen, specify the party, branch, and contact in these respective fields.</li> | |||
| Added: <li><strong>Employee: </strong>If the type is <em>Employee, </em>select the name of that employee from the given list.</li> | |||
| Added: <li><strong>Call To</strong> | |||
| Added: <ol> | |||
| Added: <li><strong>Call Type: The call</strong> type may be either <em>Domestic </em>or <em>International.</em></li> | |||
| Added: <li><strong>Call Mode: </strong>Choose the mode of call. | |||
| Added: <ol> | |||
| Added: <li><em>In-Person - </em>If the call was made in person then select this option.</li> | |||
| Added: <li><em>Auto - </em>For Automated or planned type of mode, choose this. E.g. AMC (Annual Maintenance Contract) visits.</li> | |||
| Added: <li><em>Phone </em> - Calls made directly through phone. E.g. Calls made directly to service engineers come under this type.</li> | |||
| Added: <li><em>Fax/Mail - </em>Calls made by fax or mail.</li> | |||
| Added: <li><em>Call Center -</em> If this call was made through a call center.</li> | |||
| Added: <li><em>In House - </em>Internal calls come under this type.</li> | |||
| Added: </ol> | |||
| Added: </li> | |||
| Added: </ol> | |||
| Added: </li> | |||
| Added: <li><strong>Call Nature: </strong>Specify the nature of the call by selecting one of the options listed in this field. | |||
| Added: <ol> | |||
| Added: <li><em>Courtesy Call -</em> If this call is a casual inquiry or related type, then choose this type.</li> | |||
| Added: <li><em>Warranty Call - </em>Calls made with relation to the product's warranty.</li> | |||
| Added: <li><em>Marketing Call - </em>Calls related to marketing.</li> | |||
| Added: <li><em>Install - </em>Calls made regarding the installation and related activities.</li> | |||
| Added: <li><em>Service - </em>Service calls that are chargeable.</li> | |||
| Added: </ol> | |||
| Added: </li> | |||
| Added: <li><strong>Priority: </strong><em>Low, Normal, High, Immediate </em>is the available priority types listed. Choose one based on the importance of the call.</li> | |||
| Added: <li><strong>Problem Date, Time: </strong>Enter the date and time of the problem's occurrence.</li> | |||
| Added: <li><strong>Allotted Type, To: </strong>Choose where this call is to be allotted. This can be <em>Employee </em>if it is an employee of your organization. <em>Technician, </em>if it's someone who is specialized for this and may not be an employee. <em>Party </em>can also be selected if this call is allotted to one of your parties.</li> | |||
| Added: <li>After selecting the type, enter the specific employee, technician, or party in the Allotted To field.</li> | |||
| Added: <li><strong>Call Status: </strong>After the call has been made, you must update the status in this field. | |||
| Deleted: < | Added: <ol> | ||
| Deleted: <li><strong>Type< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Specify the origin of the call here. | |||
| Deleted: <em>Party - </em>Choose the party from which the call was made. | |||
| Deleted: <em>Party Branch -</em> Specify the party branch if you want to note the specific branch of the party. | |||
| Deleted: <em>Contact< | |||
| Deleted: <em>Employee - </em>In case of internal calls then select this option. (Choosing this will disable unrelated fields) | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Party, Branch, Contact</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Based on the type that you have chosen, specify the party, branch and contact in these respective fields. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Employee< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: If the type is <em>Employee, </em>select the name of that employee from the given list. | |||
| Deleted: | |||
| Deleted: <strong>Call To</strong> | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Call Type</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Call type may be either <em>Domestic </em>or <em>International. </em> | |||
| Deleted: < | |||
| Deleted: <li><strong>Call Mode</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Choose the mode of call. | |||
| Deleted: <em>In | |||
| Deleted: <em>Auto - </em>For Automated or planned type of mode, choose this. E.g. AMC (Annual Maintenance Contract) visits. | |||
| Deleted: <em>Phone </em> - Calls made directly through phone. E.g. Calls made directly to service engineers come under this type. | |||
| Deleted: <em>Fax/Mail - </em>Calls made by fax or mail. | |||
| Deleted: <em>Call Center -</em> If this call was made through a call center. | |||
| Deleted: <em>In House - </em>Internal calls come under this type. | |||
| Deleted: < | |||
| Deleted: <li><strong>Call Nature</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Specify the nature of the call by selecting one of the options listed in this field. | |||
| Deleted: <em>Courtesy Call -</em> If this call is a casual | |||
| Deleted: <em>Warranty Call - </em>Calls made with relation to product's warranty. | |||
| Deleted: <em>Marketing Call - </em>Calls related to marketing. | |||
| Deleted: <em>Install - </em>Calls made regarding installation and related activities. | |||
| Deleted: <em>Service - </em>Service calls that are chargeable. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Priority< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: <em>Low, Normal, High, Immediate </em> | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Problem Date, Time</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Enter the date and time of problem's occurrence. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Allotted Type, To</strong></li> | |||
| Deleted: </ | |||
| Deleted: Choose where this call is to be allotted. This can be <em>Employee </em>if it is an employee of your organization. <em>Technician, </em>if | |||
| Deleted: After selecting type, enter the specific employee, technician or party in Allotted To field. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Call Status</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: After the call has been made, you must update the status in this field. | |||
| Deleted: <em>Pending </em> - If this call is yet to be attended to. | Added: <li><em>Pending </em> - If this call is yet to be attended to.</li> | ||
| Deleted: <em>Allotted - </em>When the call has been | Added: <li><em>Allotted - </em>When the call has been analyzed and allotted.</li> | ||
| Deleted: <em>Completed - </em>If the work is completed, pending response or otherwise. | Added: <li><em>Completed - </em>If the work is completed, pending response or otherwise.</li> | ||
| Deleted: <em>Postponed - </em>Response to this call has been postponed. | Added: <li><em>Postponed - </em>Response to this call has been postponed.</li> | ||
| Deleted: <em>Call Back</em> - To proceed further, a call back is to be made. This may be for consultation and other reasons. | Added: <li><em>Call Back</em> - To proceed further, a call back is to be made. This may be for consultation and other reasons.</li> | ||
| Deleted: <ul> | |||
| Deleted: <li><strong>Promise Date, Time</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Specify the date and time when the problem's fix has been assured for. | |||
| Deleted: < | |||
| Deleted: <li><strong>Reported By</strong></li> | |||
| Deleted: </ | Added: </ol> | ||
| Deleted: Choose the person responsible for reporting this problem. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Received By</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: This is the employee who received the call. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Type Of Call</strong></li> | |||
| Deleted: </ul> | |||
| Added: </li> | |||
| Added: <li><strong>Promise Date, Time: </strong>Specify the date and time when the problem's fix has been assured for.</li> | |||
| Added: <li><strong>Reported By: </strong>Choose the person responsible for reporting this problem.</li> | |||
| Added: <li><strong>Received By: </strong>This is the employee who received the call.</li> | |||
| Deleted: <em>Indoor, </em>if the call originated from the same city. <em>Outdoor, </em>if the call has been made outside the city. | Added: <li><strong>Type Of Call: </strong><em>Indoor, </em>if the call originated from the same city. <em>Outdoor, </em>if the call has been made outside the city.</li> | ||
| Added: </ol> | |||
| Unchanged: In addition to the above, there are also several tabs like: | Unchanged: In addition to the above, there are also several tabs like: | ||
| Unchanged: <ol> | Unchanged: <ol> | ||
| Deleted: <li>Call Details</li> | |||
| Added: <li><a href="http:// help.goodbookserp.com/ ?p=5223">Call Details</a></li> | |||
| Added: <li><a href="http:// help.goodbookserp.com/?p= 5229">Chargeable Calls</a></li> | |||
| Added: <li><a href="http:// help.goodbookserp.com/?p= 5233">Material Details</a></li> | |||
| Deleted: <li>Chargeable Calls</li> | Added: <li><a href="http:// help.goodbookserp.com/?p= 5236">Closing</a></li> | ||
| Deleted: <li>Material Details</li> | |||
| Deleted: <li>Closing</li> | |||
| Deleted: <li>Defects</li> | |||
| Unchanged: </ol> | Unchanged: </ol> | ||
| Unchanged: | Unchanged: | ||
| Added: <strong>Defects</strong> tab stores information of <a href="http:// help.goodbookserp.com/?p= 5181">problems</a> that can be defined by adding one row after another. This tab can help you keep track of the defects of the product. | |||
| Added: There is also the <strong>Address</strong> tab that lets you save the respective addresses of the party, party branches, etc. | |||
| Unchanged: | Unchanged: | ||
| Unchanged: | Unchanged: | ||
| Unchanged: | Unchanged: | ||
| Unchanged: | Unchanged: | ||
| Unchanged: | Unchanged: | ||
| Unchanged: | Unchanged: | ||
| Unchanged: | Unchanged: | ||
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