8.1 Create Call Action
This topic describes the information about Create Call Action.
The Create Call Action page facilitates user to create a call action. User can configure actions and its results for the follow-up calls that are made by collector to the customer.
User can add multiple results for an action. However, each action and result combination must be unique. User can also configure multiple collection statuses for a combination of action and result.
Table 8-1 Field Description: Create Call Action
| Field Name | Description |
|---|---|
| Basic Details | This section is used to provide basic information of the call action. |
| Code | Indicates the unique identification code of the call action. |
| Description | Indicates the description of the call action. |
| Call Action Details | This section is used to specify details of the actions. |
| S. No. | Displays the serial number of the record. |
| Action | Indicates the action type.
Note: User can add multiple actions. However, each action and result combination must be unique. |
| Call Type | Indicates the call type. |
| Active | Toggle to indicate whether the call action record is active.
Note: Only the active call actions are displayed in transaction pages for call action fields. |
| Result Details | This section is displayed if user click  corresponding to a row in the Call Action
Details table. In this section, user can specify
details of the results that user want to configure for a particular
action.
Note: User must configure at least one result for an action. |
| Result | Indicates the result for the action type.
Note: User can add multiple results for an action. However, each action and result combination must be unique. |
| Right Party Contacted | Indicates whether right party contact is enabled for action and result combination. |
| Status | Click Manage to configure the collection statuses for the action and result combination. |
| Active | Toggle to indicate whether the result is active.
Note: Only the active results are displayed in transaction pages for call action fields. |
| Status Details | This section is displayed if you click Manage in the
Status field of Result
Details section. It is used to specify collection
status details for an action and result combination.
Note: User can add multiple collection statuses for an action and result combination. |
| Collection Status | Indicates the collection status of the action and result combination. |
| Action | Indicates whether the collection status is open or closed for the action and result combination. |
This section consists of the following topic:
Parent topic: Call Action