Untitled Note
By: Anonymous11/23/20222 views Public Note
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)
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)