NextGen Knowledge Center

Other

The Other call type concerns communications that do not fit into any of the pre-defined categories.

  1. Select the New Call button and select Other from the Call Type list.
    The Panels and Panel Items opens.
  2. Select the Call Information and Contact Information panel items from the panels.
  3. Select Communication.
    The Communication option appears.
    Communication

  4. Enter information about the call in the Comments section.
  5. Select Action(s).
    The Action(s) option appears.
  6. Select the Action(s) associated with the call. You can select more than one.
  7. Select Call Status and select a status for the call.
  8. In the Comments section, enter any comments related to the call or attach a phrase.
  9. Select Add.
    The call is saved and logged on to the Communication Component Grid.