You can assign callbacks to yourself or to another user that is currently logged into the system, or to an external service if it has been set up in your system. All of the users that have access to the system can assign callbacks to themselves and to others.
Assigning Numbers of Callbacks
When assigning callbacks for an event, you can assign all callbacks to a single user or distribute the callbacks to multiple users. To assign a specific number of callbacks, follow these steps:
1. Select an event with multiple unassigned callbacks from the Web Callbacks main window.
2. Click the Assign Callbacks button () on the toolbar.
3. Select the # Asn column for a user from the list of users.
4. Type the number of callbacks you want to assign to the user.
5. If the event has additional callbacks, select the column for another user and enter the number of callbacks that you want to assign to that user.
6. Once you have assigned all of the callbacks that you want to assign, click the Save button. The Assign Callbacks window closes.
Assigning Percentages of Callbacks
When assigning callbacks for an event, you can assign all callbacks to a single user, or distribute the callbacks to multiple users by percentage. To assign a percentage of callbacks for an event to a user, complete these steps:
1. Select an event with multiple unassigned callbacks from the Web Callbacks main window.
2. Click the Assign Callbacks button () on the toolbar. The Assign Callbacks window opens.
3. Select the % Assigned column for a user.
4. Type "50" and press Enter. This will assign 50% of the callbacks to the selected user.
5. Click the Save button. The Assign Callbacks window closes.
Assigning All Remaining Callbacks
To assign all remaining callbacks for an event to a single user, complete these steps:
1. Select an event with multiple unassigned callbacks from the Web Callbacks main window.
2. Click the Assign Callbacks button () on the toolbar. The Assign Callbacks window opens.
3. Select the User Name column for a user.
4. Click the Assign Remaining button. All remaining unassigned callbacks are assigned to the selected user. The Assign Callbacks window closes.
Reassigning All Remaining Callbacks
To reassign all remaining event callbacks for a user to another user, complete these steps:
1. Select the event with assigned callbacks for a user from the Web Callbacks main window.
2. Click the Assign Callbacks button () on the toolbar. The Assign Callbacks window opens.
3. Select the User Name column for the user with uncompleted assigned callbacks.
4. Click the Unassign button. All remaining assigned callbacks for the selected user are now unassigned. The Assign Callbacks window closes.
5. Reopen the Assign Callbacks window using one of the methods above.
6. Select the User Name column for the user you wish to perform the remaining callbacks.
7. Click the Assign Remaining button. All remaining unassigned callbacks are assigned to the selected user. The Assign Callbacks window closes.