Set up call linking confirmationLast updated on 10/03/2022
You can set up call linking confirmation to prevent your CSRs from accidentally linking customer calls to the incorrect customer, location, or job.
Things to know
When call linking confirmation is disabled, your CSRs will not be able to see the pop-up prompts that allow them to unlink the call from the associated record.
Set up call linking confirmation
Go to the navigation bar and click Settings
. In the side panel, click Operations > Job Booking.
Use the toggle to enable or disable Call Linking Confirmation.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.