.
1. Last Name, First Name 2. email address 3. phone number
1. Last Name 2. email address 3. LWW #
1. Last Name, First Name 2. mailing address 3. LWW #
1. Last Name 2. First Name 3. email address
He will need to create a contact record with "private number" in the last name field and create an activity to document the call.
He will need to search for Phone Customer, NEC in contacts and create an activity to document the call.
He will need to search for 777-777-7777 in contacts and create an activity to document the call.
He will need to create a contact record using the number 777-777-7777 in the last name field and the phone number field. He will then need to create an activity to document the call.
That would generate a list of every name that has "Curran" in it, whether it's at the beginning, middle, or end.
It would generate a list of contacts who have "Curran" as a last name.
It would generate a list of contacts who have "Curran" as a first name or a last name.
It would generate a list of contacts who have "Curran" as a first name.
First Name and Last Name
First Name, Last Name, and Phone Number
Phone Number
Last Name
Your team's Dashboard
The NEC Customer Care Specialist Dashboard
The Dashboard that you have set as your default.
The Contact Screen Search
Phone Calls and Tasks
Phone Calls and Emails
Phone Calls and Product Orders
Phone Calls and Cases
True
False
True
False
True
False
True
False
True
False
True
False
True
False
Create a donation follow-up/assistance case.
Create a fulfillment case and send the envelopes using either in-house fulfillment or external fulfillment.
Create a donation follow-up/assistance case and send the envelopes using either in-house fulfillment or external fulfillment.
Create a case and send a dynamic delivery.
Instant message the medical advisor
Handle the call and create a medical advisor case
Handle the call and create a customer priority/complaint case
Handle the call and use the proper reason codes that will ensure a call back
ECC Cases
Donation Follow-Up Assistance Case
Customer Priority/Complaint Case
All of the above
Cancel the current case and start over by creating a new activity and converting to the correct type of case.
Just create a new case.
Click on the subject field of the case on the case form to select the proper case from the drop down and save the proper kind of case.
Send this request to his team lead or supervisor.
Cancel the case and not worry about anything.
Just leave the case as it is because it has an activity in it.
Change the subject to a fulfillment case and just save it.
Move the activity that is tied to the case and tie it to the contact record; then he/she can cancel the case.
If you cancel the case, you can avoid moving the activity.
Re-open the activity and set the two regarding fields to the contact's name (contact record) and set the call from to the contact's name.
Re-open the activity and click save. Then cancel the case.
Change the subject of the case to show nothing and save.
Verify from the duplicates detected screen and click save
Verify that it is or isn't a duplicate from the duplicates detected screen by scrolling and select the correct contact from the duplicate list
No need to check the duplicates; click cancel
No need to check the duplicates; click save
Click save
Click cancel
Exit out of that screen
None of the above
Nine
Three
Six
Unlimited amount
All specialists
Only PST specialists
Only ECC specialists
Only supervisors and leads