ug10-5

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ug10-5 [2017/12/01 16:35] – external edit 127.0.0.1ug10-5 [2022/06/03 12:04] (current) Shelley Hunter
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   - If the letter is saved it will appear on the Letter Tab in read-only form but it can be re printed with the **Edit/Print Letter** button and edited if Contact Event editing is allowed.   - If the letter is saved it will appear on the Letter Tab in read-only form but it can be re printed with the **Edit/Print Letter** button and edited if Contact Event editing is allowed.
   - An Outcome can be selected. This will show in Contact Events tables and is useful for reporting.   - An Outcome can be selected. This will show in Contact Events tables and is useful for reporting.
-  - If a date is entered in the Call Back Request box it will appear on that date and thereafter on the user’s list of Contact Events Due for Callback in the Desk Top or Contact Events Selector.+  - If a date is entered in the Call Back Request box it will appear on that date and thereafter on the user’s list of Contact Events Due for Callback in the Desk Top or Contact Events Selector.  From version 2.21.11+ it is possible to have pop up reminders for the call backs that you set and from the pop up you will be able to open the contact event direct, this requires System Administrator set up.  <ifauth @technical> In the user record search for the role ‘Automatic Reminder on Contact Event’ and tick the box to assign this. This can also be assigned in bulk from the user selector.  Pop ups will then automatically be created for all future contact event calls back. </ifauth>
   - to send as an email use the **Email** button, accept or change the address and Subject Line, attach items if required and **Send**. (Attached items must not be currently open in the background)   - to send as an email use the **Email** button, accept or change the address and Subject Line, attach items if required and **Send**. (Attached items must not be currently open in the background)
   - To fax or SMS, if the Agency has the required telephony capability and settings, use the appropriate buttons.   - To fax or SMS, if the Agency has the required telephony capability and settings, use the appropriate buttons.
  • ug10-5.1512146148.txt.gz
  • Last modified: 2017/12/01 16:35
  • by 127.0.0.1