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en:how-to:how_to_config_customer_service_module_for_inbound_calls [2013/05/23 16:31]
shangy [历史联络记录 未完成工单 近期完成工单 历史完成工单]
en:how-to:how_to_config_customer_service_module_for_inbound_calls [2017/12/12 03:05] (current)
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 ====== Add Inbound Customer Service ====== ====== Add Inbound Customer Service ======
-To add an inbound customer service for a particula ​business, assign an agent group to work for the inbound customer service applications.+To add an inbound customer service for a particular ​business, assign an agent group to work for the inbound customer service applications.
  
 See [[en:​module_manual:​customerservice:​customer_service|Customer Service]] See [[en:​module_manual:​customerservice:​customer_service|Customer Service]]
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 ====== Optional Module ====== ====== Optional Module ======
  
-Inbound customer service can be connected to work order module(工单模块?) ​and e-commerce module.+Inbound customer service can be connected to work order module and e-commerce module.
 <note tip>You need to install related modules first, set up related data, and make them associated with inbound customer service, then you can use them in the inbound customer service popup pages.</​note>​ <note tip>You need to install related modules first, set up related data, and make them associated with inbound customer service, then you can use them in the inbound customer service popup pages.</​note>​
  
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   * ② the number'​s area, which needs to be added in [[en:​module_manual:​call_center:​area_code|Area Code]], or import the number attribution field through [[en:​module_manual:​call_center:​import|Import]].   * ② the number'​s area, which needs to be added in [[en:​module_manual:​call_center:​area_code|Area Code]], or import the number attribution field through [[en:​module_manual:​call_center:​import|Import]].
   * ③ the call in time   * ③ the call in time
-  * ④ change the type of customers to be saved. Here, we can configure through the field "New customer ​previlige" in the inbound customer service. Please refer to the explanation of new customer ​previlige ​in [[en:​module_manual:​customerservice:​customer_service|Customer Service]] ​+  * ④ change the type of customers to be saved. Here, we can configure through the field "New customer ​priority" in the inbound customer service. Please refer to the explanation of new customer ​priority ​in [[en:​module_manual:​customerservice:​customer_service|Customer Service]] ​
   * ⑤  You can search whether the numbers that call in have already been in the system by the numbers.   * ⑤  You can search whether the numbers that call in have already been in the system by the numbers.
   * ⑥ To assign customers into different areas, we need the customer service to open the field  `坐席划分客户区域` 字段设置   * ⑥ To assign customers into different areas, we need the customer service to open the field  `坐席划分客户区域` 字段设置
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 Fields in green are user-defined for the work order. Fields in green are user-defined for the work order.
  
-Agent group in blue means the work order has not been set for auto-transfer. The new added work order needs to pick a transfer group in the trasfer ​range.+Agent group in blue means the work order has not been set for auto-transfer. The new added work order needs to pick a transfer group in the transfer ​range.
 ===== History Details, New Work Order, Recently Fixed Work Order, History Fixed Work Order ===== ===== History Details, New Work Order, Recently Fixed Work Order, History Fixed Work Order =====
-Through this you can see **History ​Detials, New Work Order, Recently Fixed Work Order, History Fixed Work Order** of the customer in the popup page.+Through this you can see **History ​Details, New Work Order, Recently Fixed Work Order, History Fixed Work Order** of the customer in the popup page.
 {{:​en:​how-to:​incoming_popup_history_contactlog.jpg?​768|History Contact Log}} {{:​en:​how-to:​incoming_popup_history_contactlog.jpg?​768|History Contact Log}}
  
 ==== History Details ==== ==== History Details ====
  
-The History ​Detials is chosen by default in the popup page. When you set the "默认读取历史记录" as yes, the contact ​detials ​will be saved automatically when calls coming in and pages popup.+The History ​Details ​chosen by default in the popup page. When you set the "Default Read History" as yes, the contact ​details ​will be saved automatically when calls coming in and pages popup.
 {{:​en:​how-to:​incoming_popup_historyContactlog_detail.jpg?​768|History Contact Log Detail}} {{:​en:​how-to:​incoming_popup_historyContactlog_detail.jpg?​768|History Contact Log Detail}}
  
-Like the picture above, click "Detials" behind each record for more information.+Like the picture above, click "Details" behind each record for more information.
  
  
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 ==== Recently Fixed Work Order ==== ==== Recently Fixed Work Order ====
-Click Recently Fixed Work Order and 标当前客户下近期完成工单?​+Click Recently Fixed Work Order and it will list the work orders your finished recently
  
  
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 In ①, search products via product name, type and barcode. The result will be shown in the list in ②. In ①, search products via product name, type and barcode. The result will be shown in the list in ②.
  
-③ shows the product list on sale. You can move the products from ② to ③ and put them on sale by clicking the buttom ​behind them.+③ shows the product list on sale. You can move the products from ② to ③ and put them on sale by clicking the button ​behind them.
  
-You can modify the price, quantity, discount amount, and amount receivable. You can remove the products by clicking the cancel ​buttom ​behind them.+You can modify the price, quantity, discount amount, and amount receivable. You can remove the products by clicking the cancel ​button ​behind them.
  
 In ④, when you finish the product information,​ you need to save the order for the customer. The default consignee, telephone number and phone number are all from the customer popup page. Finishall the information,​ click save the order and system will give a tip for a successful order. In ④, when you finish the product information,​ you need to save the order for the customer. The default consignee, telephone number and phone number are all from the customer popup page. Finishall the information,​ click save the order and system will give a tip for a successful order.
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   * Module ID: the specific name of the module that generated the work order   * Module ID: the specific name of the module that generated the work order
   * Product name: name of the product purchased   * Product name: name of the product purchased
-  * Quantity: the quantity of the product ​pruchased+  * Quantity: the quantity of the product ​purchased
   * Unit Price   * Unit Price
   * Original Price   * Original Price
en/how-to/how_to_config_customer_service_module_for_inbound_calls.txt · Last modified: 2017/12/12 03:05 (external edit)
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