Recall Requests
With Phone Connect, recall requests can be created to specify when and who should be called back. These requests appear in the Role Center in four categories:
| Category | Description |
|---|---|
| Open | All currently open recall requests. |
| Soon as possible | These recall requests have a higher priority than others and do not have a fixed recall date. |
| Overdue | recall requests that are already past the scheduled recall date. |
| Done | recall requests that have already been completed. |
Recall requests can be created in the following areas
- Caller Cards
- Phone Connect Factbox
- Call History
Creating a recall Request
When creating a recall request, a recipient is specified who can view the request in the Role Center. Then, a recall time is set:
- Soon As Possible: The request gets a higher priority and causes the Role Center’s cue to flash red while the recall request remains open.
- Custom Time: A date and time for the recall can be set.
Editing and Completing a recall Request
After creation, a recall request can be edited in the Role Center. To start the recall, click on the request and use the Phone Connect Factbox. Once the recall is Done, the status is set to "Done." The request will no longer appear under open recall requests.
Warning
Once the status is set to Done, it cannot be undone.
Additional Configurations
recall Requests for Sales Quotes
In the Phone Connect module setup, under the "recalls" tab, the option to create recall requests in sales quotes can be activated. When this is enabled, filling in the due date in a sales quote automatically creates a recall request. The due date of the quote is set as the recall date.
recall Requests via Email
If the desired email account is assigned the "Phone Connect General" scenario, the recipient of a recall request with the status "As Soon As Possible" will receive an email notification.