Calling Functions
How to initiate a call
Open Call Unit page, click on Pull Unit.
Click on start call icon.
The screen below will appear, which contains three tabs: call center users, field management users, and survey, choose one then click on call icon.
How to end a call
Click on end call icon as shown in the screen below.
How to add a note on a call
Click on note icon from call unit page.
Write the note then click on Save.
Can write note while making call only
How to preview call log related to a questionnaire
Click on call log icon from call unit page.
The screen below will appear that shows all calls have been made while working on the unit.
How to postpone/reschedule a call (Reschedule a call date / time)
There are two options from two different places in the system to do this:
1- When end a call, the screen below will appear, choose the call status as The respondent asked to call back, select the call date then click on Save.
2- From My Tasks page, click on schedule call date icon.
From the bottom of the screen, select date and time then click on Save.
Call Schedule time must be at least 5 minutes from now
