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Managing Call-backs
Stephan Botha avatar
Written by Stephan Botha
Updated over 2 years ago

Callbacks can be managed manually using the filter options on the Account List, or they can be managed automatically from the settings in the Area Configuration.

The options in the Account List allow the user to select a Status and also select accounts where the NextDate (callback date) is "Today". Another option is "Old calls" which will display accounts where the callback date is before "Today". Both "Today's calls" and "Old calls " can be selected at the same time.

The automatic method involves setting which statuses are callbacks in the Area Setup. The filter in the Account List should be preset to include new data only (all other data is either a callback with a callback date or should not be called). As the caller goes from one account to the next, if a callback (as defined by the Priority Statuses in the Database Setup) is due at that time it will be displayed automatically.

WARNING: If the Account List Filter is changed so that the list shows accounts that are callbacks then those accounts will be seen before the callbacks are actually due.

Callback dates can be set manually, usually in the Wrapup screen, or automatically from the selected Response or Status.

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