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Overview

The Reasons Reason List Management tab section allows a user an admin to view the values that are used available to populate select in the Reason field in the call record relating to why while adding 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. TreeKeeper systems are commonly delivered with Service Request and Complaint, but other values can be added as you wish. You can edit or delete call reasons by using the buttons located in within the Actions column. It is not recommended to delete a list value that is currently in use, so you can check how many call records calls are using each list value within the Usage Count column.

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Clicking the + (blue star)button at the bottom of the Reason List Management window will allow you to add a value to the Reason List by just after simply giving it a name.

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If you want to learn more about creating a call record, check out our support article about it: Calls Overview

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