The "Add a Phone Message from " option in the Action menu allows enables you to save phone calls you have received from customers in e-manage. You can also set the message up messages to require a callback from an individual user or a group of users. A good example of how you can use this is when you have a sales call come in, but there are no salespeople available to take the call at that moment. When you require This feature proves useful when handling sales calls during periods when salespeople are unavailable.
Assigning Phone Messages for Callbacks
When requiring a callback, you can choose to assign it to the sales group and the the message to a specific user or a group such as the sales team. The phone message will appear for all salespeople assigned users in their lower panel under “Messages”. The first salesperson to take "Messages." Once a salesperson takes the phone message will clear the message , it will be cleared from the rest of the group.
To beginCreating a Phone Message
To get started, click on the "Add a Phone Message" action menu item. The resulting window will allow allows you to make create a phone message very similar to using a manual message pad.
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Message Type and Content
Choose a Message Type message type by checking one of the boxes corresponding box in the Message Type / RE list box. Enter a the message that you want the personrecipient(s) to see when accepting the phone message (or . This message can serve for historical purposes for messages that don't require a call back). If the phone message requires a call back, check the Requires Callback checkbox and when you want the person(s) to call back by (this if a callback is not required. If a callback is necessary, select the "Requires Callback" checkbox and specify the desired callback time (defaults to now). If You can also mark the message is as high priority , check by checking the "High Priority" box.
Assigning Callback Responsibility
If the message requires a callback, you will also need to set designate a User user or Group group responsible for making the callback. You will see that the company you made the message for will be listed The company associated with the message will appear in the grid below the save button. You can add as many multiple records to this grid as apply to the message including: Projects, Contacts, Service Tickets, Service Agreements, or Serviceable Items , including projects, contacts, service tickets, service agreements, or serviceable items by dragging and dropping records them from Search various sections of e-manage, Recent Records, Favorites, or any grid that contains any of these types of records.
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To finish.
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Saving and Managing Phone Messages
To complete the process, click the Save button. The message will be saved and, if it requires a callback is required, it will be immediately delivered to the selected user or group immediately. Messages cannot be deleted, however, but they can be modified before they are marked as completed.