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Module - FrontDesk

2,663 bytes added, 17:19, 16 August 2014
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== Log a new Contact ==
 
 
With you user settings in place, messages can now be left for you. People logging a message will go to
 
 
''Main Menu > FrontDesk > My Contacts > Log a new contact > Search for the user > Select the user''
 
 
If the user has not set up their settings you will get the message:
 
 
[[File:FrontDesk_NotSetUp.png]]
 
 
If the user has completed their settings, the following screen will appear
[[File:FrontDesk_LogContact.png]]
 
 
* Opening Script: This is a custom paragraph with company wide reminders set by the FrontDesk overall administrator
* Recipient: The is the person to receive the message. Any custom messages set up on the users account will appear here.
* Date and Time: The date and time this message was received
* SMS Message Length: If the message is being sent as an email there is a limit of 160 characters to the whole message. 120 shows what remains available to the comments box.
* Mark as URGENT: A special flag for very urgent contact
* Contact Type: How did the person communicating into the company get in touch. A list of communication types is provided but defaults to phone for convenience.
* Callers name: The name of the person calling in
* Phone number: of the caller
* Mobile Number: of the caller if provided
* Comments: Contact details of note to be communicated
 
 
When the details are filled in click "Log Contact"
 
 
== To check your messages ==
 
 
''Main Menu > My Contacts > View my missed contacts > ''
 
== FrontDesk management - Master Settings ==
 
 
There are over-riding controls to FrontDesk
 
 
''Main Menu > FrontDesk management > Edit Master Settings > ''
 
 
=== Master Settings ===
 
 
* Opening Script: The opening script seen when logging a contact
* Allow SMS Sending: By default set to Yes, however can be turned off company wide
* Allow Email Sending: By default set to Yes, however can be turned off company wide
* Show Company Phone Book: Allows all users see all numbers
* Contact Name Type: A system name which can be used to over-ride "Callers ", so it could be "Customers "
 
 
=== Validation Settings ===
 
* Minimum Name length: How many characters before a name is allowed. 1 = 1 character. Xi is a short name but valid, so ideally this number should never be more than 2.
* Contact Phone Validation: Checks to ensure that a return contact number has been provided. Either is Phone or Mobile. Both requires both fields to be filled in.
* Minimum Phone length: How short can a phone number be to be considered valid. On some phone systems 3 digit extensions could be considered valid
* Minimum Mobile length: How short can a mobile phone number be to be considered valid. Usually this is 10. 087 123 123 1
* Minimum Comment length: How short will you allow your comments to be.
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