What is the Reason List Management tab:
The Reasons List Management tab allows a user to
add, edit or delete reasons for a caller to make a call in regards to a site.view the values that are used to populate the Reason field in the call record relating to why a call was made. Some common call reasons to have would include Service Requests and Complaints
.but other systems may use values such as Removal or Compliment. You can edit or delete call reasons by using the buttons located in the Actions column
. It is not recommended to delete a list value that is currently in use, you can check how many call records are using each list value.
Clicking the + button at the bottom of the Reason List Management window will allow you to add a value to the Reason List by just giving it a name. If you want to learn more about creating a call record, check out our support article about it Here.