Customer Explorer: Service Routing |
|
The Service Level Routing tab is used to display routing information for the selected service on the customer account. You can toggle between the following three options: Routed Calls, Scheduled Calls and Completed Calls. View Calendar provides a view of all calls for a service color coded by status. Also see Related Tasks.
- Routed Calls for this service will populate the grid.
- Next Service will be indicated in the Select Grid View header
. - Sort the grid by any column header or Re-Size column width.
- Right Click to Insert, Re-Route or Remove a Pickup.
- Double Click on a call to open Call Maintenance
.
- Click Print Grid to print grid contents.
- Click Export Grid to export grid contents as a .csv file.
- Scheduled Calls for this service are listed in the grid.
- Sort the grid by any column header or Re-Size column width.
- Right click to Add Customer Issue, Display Map or View Customer Issue.
- Double Click on a call to open Call Maintenance.
- Click Print Grid to print grid contents.
- Click Export Grid to export grid contents as a .csv file.
- Completed Calls for this service are listed in the grid.
- Sort the grid by any column header or Re-Size column width.
- Right click to Modify Call (unbilled only), Add Customer Issue, Display Map.
- Double click on a call to open Call Maintenance.
- Click Print Grid to print grid contents.
- Click Export Grid to export grid contents as a .csv file.
Completed, Routed, Scheduled, Call In, Unassigned and Multiple Calls are indicated in the Calendar View by the designated color.
Customer Explorer: Customer Routing
Customer Explorer: Site Routing
Adding Customers Permanently To Route via Customer Service