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

Note: As every institution is able to customize Vitalware to suit its requirements, there are many different versions of Vitalware. Even where institutions have the same modules, the tabs included in each instance of the module may be different; and even where institutions have tabs with the same name, the fields on those tabs may be different. For that reason this section only provides a general description of modules, tabs and fields.

Note: Use the Field Level Help to find a description of a field as it is used in your organization. A field description can be added to every field, describing its specific use by your institution.

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.