- Call Center Phone System Automation
There is no setup within Vantaca. Before you start you must set up the URL with your selected telephony system.
When you receive a homeowner call with a matching Vantaca account, a new tab opens that displays the Call Center and the phone number that is calling. When you select the caller, the homeowner's My Action Items page shows. If there is more than one homeowner tied to the phone number, you can select the appropriate account information that you want to view.
As always, you can create A Homeowner Call action item from the call center or any other type of action item on the right side of the screen.
For more information and additional instructions, see the "Call Center - Action Items and Phone System Automation" article in the Vantaca Library.
Corrections
Update | Description |
Invoice Changes | Fixed an issue so users cannot edit the association and GL details on an invoice action item after it is expensed. |
Property Homeowner Import Screen Billing Communication Preference |
Fixed an issue so the Homeowner and Property Import screen accepts Paper and Email as an option for both Communication Preference and Billing Communication Preference. |
Action Center Unable to Scroll to Invoice Details |
Fixed an issue so when users view an |
Invoice Processing |
Fixed an issue with invoice processing so you can |
Call Center Search |
Fixed an issue so users can search for an XN |
Comments
0 comments
Please sign in to leave a comment.