7.1 Create Call Action

The Create Call Action page facilitates you to create a call action. You can configure actions and its results for the follow-up calls that are made by collector to the customer.

You can add multiple results for an action. However, each action and result combination must be unique. You can also configure multiple collection statuses for a combination of action and result.

Table 7-1 Field Description: Create Call Action

Field Name	Description
Basic Details	This section is used to provide basic information of the call action.
Code	Indicates the unique identification code of the call action.
Description	Indicates the description of the call action.
Call Action Details	This section is used to specify details of the actions.
S. No.	Displays the serial number of the record.
Action	Indicates the action type. Note: You can add multiple actions. However, each action and result combination must be unique.
Call Type	Indicates the call type.
Active	Toggle to indicate whether the call action record is active. Note: Only the active call actions are displayed in transaction pages for call action fields.
Result Details	This section is displayed if you click corresponding to a row in the Call Action Details table. In this section, you can specify details of the results that you want to configure for a particular action. Note: You must configure at least one result for an action.
Result	Indicates the result for the action type. Note: You can add multiple results for an action. However, each action and result combination must be unique.
Follow-up Days	Indicates the number of days after which the follow-up should be done for the action and result combination.
Right Party Contacted	Indicates whether right party contact is enabled for action and result combination.
Status	Click Manage to configure the collection statuses for the action and result combination.
Active	Toggle to indicate whether the result is active. Note: Only the active results are displayed in transaction pages for call action fields.
Status Details	This section is displayed if you click Manage in the Status field of Result Details section. It is used to specify collection status details for an action and result combination. Note: You can add multiple collection statuses for an action and result combination.
Collection Status	Indicates the collection status of the action and result combination.
Action	Indicates whether the collection status is open or closed for the action and result combination.

• Creating Call Action
  For creating a call action, you need to specify details, such as code, description, actions, and results.