Call Center module

The Call Center module provides call center staff with easy access to key information in registration modules and POS without the need to open those modules. Staff are able to access details in records in these modules and review any correspondence or notes added to the records while communicating with clients over the telephone.

Provides an index summary of registration records and a sales summary of POS records, as well as details of correspondence related to a registration or sale.

Typical Call Centre module tabs and their purpose

Tab Description

Births / Deaths / Marriages / POS

Summary details from a registration or POS record:

Correspondence

Details of any correspondence related to a registration or POS record.

Validation

See Validation tab for details.

System Notes

See System Notes tab for details.

User Notes

See User Notes tab for details.

Multimedia

See Multimedia tab for details.

Admin

See Admin tab for details.