Incoming Call

Use the Incoming Call Collector Action to record the outcome of an incoming call.   To record an Incoming Call:
  1. From the Collector Action drop down list, select Incoming Call. The CACS Enterprise Browser displays the Activity dialog for an Incoming Call.
  2. Select the place where communication was made from the Place Called drop down list. (Optional for incoming call)
  3. Select the party you talked to from the Party Contacted drop down list.
  4. Select the state you wish to route the account to from the Route to State drop down list. (Optional)
  5. Select an excuse from the Excuse drop down list. (Optional)
  6. Enter the date that the account is next scheduled to be worked in the Hold Date field. (Optional)
  7. Enter the User ID to assign the account.  If you are not sure of the User ID, you can perform a search by selecting the Lookup hyperlink to open the User Lookup dialog.
  8. Record any promise information in the Promise data area. (Optional)
  9. Enter text regarding the incoming call in the History Text box.
  10. Select the correspondence type (if any) from the Correspondence drop down. (Optional)
  11. Click Submit or Submit & Next to process the request, or Cancel to end the request.