This heading is in relation to the Callback settings in this Area.
Priority Statuses - The Statuses that the system should look for when automatically displaying Accounts set for a Callback "now". Note this option is only applicable to users who have a User Type of Telemarketer set in the User Profile. Click into the box and select the statuses that apply as a priority Callback. Click here for more information on Callbacks.
Calls will go back to: - Here you can choose who the Priority Status Callbacks go to. They can go to the Last User, so the person who made the previous call, or to any User who has access to the Account. (Any User with access to the Owner)
Show callbacks for - Here you can set when Callbacks appear based upon a Project Filter. If this is set to 'All the users allowable projects' then Users will be presented Callbacks for Any Project, 'All the users allowable active projects' will only present Callbacks on currently Active Projects and 'The users filtered project only' only shows Callbacks for the currently filtered Project on the Account List.
More Callback Options
Old Calls include blank nextdates - By default the "Old calls" check box in the Filter section only shows Accounts with a NextDate value that is before today's date. Turning this option on means that Accounts that have no date at all will also be shown.
Call Count - Automatically remove Accounts from the call list by changing their status after too many failed calls. eg change status to Unobtainable if 3 successive calls result in No answer. Select whether to count on Response or Status
Response/Status - Select the Response(s) or Status(s) to count.
Max Count - The maximum count allowed before the status change is actioned. For example, to allow 3 calls but change the status on the 4th call, set this value to 3.
Change Status to - The status to change the Account to when the maximum count has been reached.