Setting Up Call Types
You can use call types to track incoming and outgoing calls. For example, you can specify that a call was logged due to the creation of a service request.
To define call type codes:
1. Navigate to the Call Type QuickCodes window.
2. Enter a Code to represent the type of call being made or received.
An example is Request Created.
3. Enter a Meaning to describe the code briefly.
4. Enter a full Description of the Code and Meaning.
5. Check Enabled to make the code available for use.
6. Optionally enter a Start and End Date.
These dates set the active time frame for the code. If you choose not to enter dates, the code is always active.
