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Case Management

470 bytes added, 08:49, 27 March 2012
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=='''My Cases'''==
In the section '''My Cases''', the following functionality occurs:
*'''Create''' a case
*'''Profile''' a case
==='''My CasesCreate a Case'''===
*Select a case from the list displayed.
*Take an Inbound contact on this campaign
*Save details of the record with the correct Outcome.
 
==='''Process a case'''===
*Select a case from the list displayed.
 
==='''Look up a case'''===
*Select a case from the list displayed.
 
==='''Profile a case'''===
*Select a case from the list displayed.
=='''Queue Management'''==
In this the section'''Queue Management''', there is a sub-section the following functionality occurs:*Set the current working outcome*Set the current working outcome by period.*Create custom contact group.*Reset contact history.*View contact queue.*Add to contact queue.*Clear contact queue. ==='''Set the Current Working Outcomecurrent working outcome'''.===
*Here you can choose the current set of records to be managed.
*Choose the campaign
*When you click on this number it will hand the next record in the system to the agent to complete.
==='''Set the Current working outcome by period'''===
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