When you receive an inbound interaction
When you need to transfer a phone call
When you answer a phone call from a new customer
When you answer a phone call from an established customer
Activity and a case
Contact record and a case
Only the search box
It is one integrated application where you can complete your work, so it streamlines everything.
The entire AHA is using Interaction Sync.
You can never have duplicate records.
Go to the queue view and scroll.
Go to "My Activities" on the dashboard, select the view that shows open activities.
Go to the case to find out.
A form that must be completed to document an incoming interaction or outgoing email.
A form that documents the further action that must be taken with the customer.
Exactly the same thing as an SR.
It is what you must create for a frequent caller.
It is what pops with each inbound interaction.
It is what we must convert an activity into if any further action needs to be taken.
Save and Mark an activity complete and then transfer the call.
Save and close the activity and then transfer the call.
Note in the description of the activity that you are transferring the call, save the activity and convert to a case, save case, and transfer the call.
Place of Business
On the interaction tool bar- click it; it will last for 60 seconds.
Place your cursor in the payment type which will keep it on pause until the phone call is finished.
Once you open Blackbaud, it will be auto-activated.
When you say payment, it will suspend recording.
On one of the street lines
Drop down menu of the contact record
The top field of the customer record- alert
The description box of the activity
You must mark the activity complete.
You must create a case and note in the description field of the activity that you are transferring a call.
You must tell that person to create a new case.
The recipient will not receive a new activity.
The search must have the phone number in it.
The search needs no asterisks and it queries for each field using "and".
The search is case sensitive .
The search can be done with a zip code.
Capture all the necessary information to help the Donations Team
Resolve the case
Not actually create the case
Choose better reason codes
PST and Fulfillment Cases
Only Cases he or she creates
Create a new contact record, the phone number will default to the last name. Fill in the description on the activity to reflect that the caller would give no information.
Create a new contact record and make up a name.
Don't create a new contact for someone who won't give any information.
Only create an activity for this for call but not a contact.
Make up a phone number and include in the description field that the customer was unwilling to give information.
Just skip documenting that.
Search for the NEC Phone Customer Contact and fill in the activity, and mark complete
Document the activity as unable to capture.
Here's an interesting quiz for you.