1. Lease Collection User Guide
  2. Deficiency
  3. Customer Service screen’s Customer Service tab

8.4 Customer Service screen’s Customer Service tab

Open the respective screen from the LHS menu and load the account you want to work with. Click the Customer Service tab to view the sections under it.

This section consists of the following topic:

Parent topic: Deficiency

8.4.1 Call Activities sub tab

With Call Activities section, the system enables you to record the details of all actions you performed regarding this account. This includes calls from the customer, calls you make regarding the account, or changes to condition of the account. Entries in the Call Activities section are listed in reverse chronological order of follow-up date and are user defined.

Each action and result has a code and description. The code for call action and call result is what appears on the Call Activity sub screen.

This section consists of the following topic:

Parent topic: Customer Service screen’s Customer Service tab

8.4.1.1 Recording a Call Activity

To record a call activity

  1. Open the respective screen from the LHS menu and load the account you want to work with.
  2. Click Customer Service sub tab and then click Call Activities tab under it. Click Add. The system displays the following screen.

    Figure 8-2 Recording a Call Activity


    Description of Figure 8-2 follows
    Description of "Figure 8-2 Recording a Call Activity"

For details on this screen refer Customer Service screen’s Customer Service tab section in Customer Service chapter.

Parent topic: Call Activities sub tab