This function allows you to ask a predefined series of questions each with a set of predefined answers, with the ability to type in answers, as well as just select by ‘point and click’.

The function is capable of being used as a call script or for surveys which can be analyzed within the system or copied to another application (for example: MS Excel).

To run a Script/Survey: Open an Account from the Account List and click on the Script button at the top:

There are a number of settings in the Area Setup to control whether a script is run automatically.

To setup or edit a Script/Survey: Go to the Menu option Setup > More > Scripts.

To delete a Script, first single click to edit it, then click on the Delete Script button.

To copy a Script, first single click to edit it, then click on the Copy Script button.

To create a new Script, click on the

button.

Enter a name for the Script/Survey.

Also enter a short description should you need to.

Only select a Project if this script is only associated with a specific Project.

Click the

button and this will take you back to the Script list where you will need to select the Script again to edit it.

In the blank text box of the editor enter any text that always needs to be seen across all questions, for example key details about the calls, you can also merge any data from the account.

To start click on the

button. Click here for more information.

Click here for more information on script answers.
​
​Embedded Scripts

Scripts can be shown as popup windows or as fixed Panels on the layout. Go to the Menu option Setup > Panels > Panels. Click on the New Panel button, in the popup window select the Panel Type of Embedded Script. Having selected the Panel Type of Embedded Script select the Script you need:

Once the Panel is created you will need to add it to the Panel view, to do this you will need to click into an Account that is using the View you would like to edit. When in the Account you will need to select Edit this View (

) which is down in the bottom left corner of the screen and then select the Insert Panel (

) option that is located on the top bar. In the popup that appears you will need to select the new panel you have just created and it will be added to the view.

Using Call Guides as Information Panels

Call Guides are simply HTML pages and as such can contain any Information. For example, some outsource Marketing Companies have a Call Guide that shows their Customer Name, Address and Logo, so it is instantly accessible when the caller is talking to Prospects. To know more about this please click here.

Click here to view a video guide covering this topic