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Reason List Management (X)

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  • 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.

    • Some common call reasons to have would include Service Requests and Complaints.

  • 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.

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