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Call Type
The Call type code is used to to make a dropdown list of call types that are used when adding calls, the call type will specify what type of work is needing to be done for the call e.g. a call about installing equipment would have a call type of “Equipment Install”.
To add a new call type click the “Add New Call Type” button, you'll be asked to give the new call type a name, a colour to identify it by and a description of the call type.
You can specify any extra info such as the expected response time for this call type or if this call type need questions on its field reports.
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You can edit any call type by clicking on the “pencil” icon next to each call type, this will allow you to make changes to any of the fields you need to, as well as setting the active state of the call.
Appearances
- Call types are a key piece of the call module as they specify what work is taking place