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Call-backs
Liam avatar
Written by Liam
Updated over a year ago

Call-backs are often the most important part of the calling process. In the system the callback date can be set manually by clicking in the Nextdate field on the Wrapup (click into the section to the left of the time fields):

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To set a Nextdate click into the date field. This will show a small drop down calendar:

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Single click on a day to select the date.

The call back date can also be set automatically according to the Response or Status. If this is the case callers are able to override the automatic date just by selecting a date from the calendar.

With Nextdates being set on Accounts, you can use the options Today's Tasks and Old Tasks in the Filter section of the Account List to select callbacks that are due.

Removing the time options

If the time fields are not required they can be removed by going to the Menu option, Setup > Field Headings > All Fields, should you want this change to action across all Area's you will need to select (Global) and if you want this change to only effect the Area you are working in you will need to select (Area: XXX)

Go to the drop down of Contact History

Find Nextdate

In the right hand field for Control enter *dateonly

Click here for information on managing Call-backs.

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