Untitled Note

CASE NOTES TEMPLATE Customer Name: Gab Baraquia Extension #: 101;888-220-5587 Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N y Account Verified: Y/N y InC:1626492020 Issue: login admin portal, no remember password Troubleshooting: (steps taken to address the issue)Forgot password, reset password via mail, checked and access worked Recap: Y/N y Support Site provided: Y/N n Survey Spiel: Y/N n CASE NOTES TEMPLATE Customer Name: Mike janus lopez Main number: 888 220 5587, 907 500 2555 Extension #: 101 Best callback number: 907 500 2555 Email address: mike.lopez@ringcentral.onmicrosoft.com Customer's preferred callback time (with timezone): Admin: Y/N y Account Verified: Y/N y InContact:1626492020 Issue: company settings, credit card stolen Troubleshooting: (steps taken to address the issue) accessed admin portal, removed the stolen card, updated with new card, kbid 83352 Recap: Y/N y Support Site provided: Y/N y Survey Spiel: Y/N y CASE NOTES TEMPLATE Customer Name: Lisa Burton Main number: 8882205587 / 650 418 3001 Extension #: 104 Best callback number: 347 934 2458 Email address: liza.burton@tweats.com Customer's preferred callback time (with timezone): Admin: Y/N n Account Verified: Y/N y InContact: 1626492020 Issue: Customer Needs to update phone number Troubleshooting: (steps taken to address the issue): Walked the customer to update her user settings, call handling, updated her mobile phone. Recap: Y/N no Support Site provided: Y/N yes Survey Spiel: Y/N yes CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N CASE NOTES TEMPLATE Customer Name: Extension #: Best callback number: Email address: Customer's preferred callback time (with timezone): Admin: Y/N Account Verified: Y/N Issue: Troubleshooting: (steps taken to address the issue) Recap: Y/N Support Site provided: Y/N Survey Spiel: Y/N