Call Sources |
  
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If your clinic wishes to record CALL LOGGING, then both CALL ACTIONS and CALL SOURCES will need to be configured.
Within CALL SOURCES you get to decide which menu options will allow for call logging.
Within CALL ACTIONS you get to decide which types of calls (actions) can take place and what their outcome options are and determine which (if any) recalls should be generated.
The screen prompts are:
CALL SOURCE: Enter the name of the call source.
TYPE: Indicate the menu option this call source will be available from. Leaving the TYPE blank will allow the call source to be accessed from all menu options.
CAMPAIGN: If it is mandatory for a call source to be associated to a campaign, check this box to force users logging calls to indicate the campaign.
SECURITY ROLES: Click the 
box to assign which security roles of users will have access to logging calls.
INACTIVE: Check this box to make this call source inactive and not selectable moving forward.
Click SAVE to store changes.
Click EXIT to close the window.