Reason List Management

The Reason List Management section allows an admin to view, edit, and delete the values that are available to select in the Reason field when adding a call. TreeKeeper systems are typically delivered with “Service Request” and “Complaint”, but other values can be added as you wish.

Call reasons can be edited or deleted using the buttons within the Actions column. It is not recommended to delete a list value that is currently in use, so you can check how many calls are using each list value within the Usage Count column.

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Too add a Reason, click the button at the bottom of the window, giving the Reason a name, and click Save.

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For more about creating a call record, see Calls Overview.