Call Tracking

Call Tracking allows you to nominate a colour relating to a Tracking Status.   This Tracking Status is then selected within the main Call Centre Ticket screen.   This facilitates the display of the the Tracking Colour in the Call Centre 'List' view for quick identification and filtering

Data Display Options

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Entry and Display fields

Status: Enter the name of the Tracking Status.  No checks are made on this entry but duplicates are not allowed.

Description: Enter a brief description of the Status.  No checks are made on this entry.

Tracking Colour: This allows you to nominate a colour which will be displayed whenever this status is selected in the Call Centre screen.   Select the Colour from the drop-down list

Buttons

Close: This will close the Call Tracking screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Call Tracking record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Call Tracking record.