Call Manager

<< Click to Display Table of Contents >>

Navigation:  Management >

Call Manager

When opened, you will view the following screen:

clip0035

 

You can use the search option to search for specific calls to check their status.  The search is not case sensitive.

clip0036

 

The clip0037 button will refresh the grid and load calls.

The clip0038 button allows you to apply filters to the grid and only display calls which falls into the selection criteria.

clip0039

 

Results can also be exported to an Excel spreadsheet using the clip0040 button.

clip0041

 

The clip0042 button gives you the following options:

clip0043

 

Details:

Displays the details for the selected line in a new tab.

clip0044

 

View Email:

Allows you to view the emails linked to the corresponding line.

clip0045

 

When you click on the email file number: clip0046, the email will be displayed:

clip0047

 

From here you can print, forward or reply to the email message.

 

View attachments:

Allows you to view any attachments linked to the call such as screenshots or files.  You can also upload more relevant attachments from the DocVault screen:

clip0048