Untitled Note

CASE NOTES TEMPLATE Customer Name: Randolph Waterman Main number: 7188260807 Extension #: 101 Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N y Account Verified: Y/N y InContact: 354870048 Issue: Access to faxes, All phones to ring Troubleshooting: (steps taken to address the issue) Customer asked me to configure his call handling, walked him through while I did it, changed main number to contact their main call queue. Recap: Y/N y Support Site provided: Y/N y Survey Spiel: Y/N (Edited) y CASE NOTES TEMPLATE Customer Name: Hubert Ramos Main number: 18885957995 Extension #: 101 Best callback number: 702 460 6666 Email address: everett@sandovallogistics.com Customer's preferred callback time (with timezone): Admin: Y/N y Account Verified: Y/N y InContact: 1329852011 Issue: Needed to update voicemail pins and greetings Troubleshooting: (steps taken to address the issue)Customer forgot password, updated for new password and email access, changed pins for numbers and deactivated greetings, showed customer how to access and change user settings. Recap: Y/N y Support Site provided: Y/N y Survey Spiel: Y/N (Edited) y CASE NOTES TEMPLATE Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) CASE NOTES TEMPLATE Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) CASE NOTES TEMPLATE Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) CASE NOTES TEMPLATE Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited) Customer Name: Main number: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N InContact: Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N (Edited)