Check Lists can help guide Customer Service Representatives and Technicians through a series of steps for completing a Call
- Go to Call > Check Lists tab. The grid is initially blank
- From the drop down menu, select the Check List you want to use, then click the Add Definition button. The Check List Items load in the grid
- To mark a Check List Item complete, highlight the Item and click the ‘Complete’ check box
- The system automatically fills in Actual Date and Comp By (Completed By) columns
- You can manually enter details in the Results column by double clicking in the Results column