4/23/2021
By: Anonymous4/22/2021172 views Public Note
InContact ID: 1234567890
User id: 362406028
RingCentral #:
Name: Michael Mayers
Callback #: 844 739 2287
Email: michaelmeyer@techtalks.com
Admin? Y/N: Y
Account Verified: Y/N: Y
Issue: Cust wants to upload a company Greeting to the company phone number for April 24-28.
Troubleshooting: Phone System> Phone numbers>Auto- receptionist>IVR Setting> Custom Answering Rules>Add rules
Resolution: Walk Through Cust on setting customer rule for the celebration on April 28 Week
EOC
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InContact ID: 136894788965
User id: 430720040
RingCentral #: 9036508583
Name: Carlos Alonzo
Callback #: 9036508583
Email: carlos.alonzo@gmail.com
Admin? Y/N: Y
Account Verified: Y/N: Y
Issue: asking if he can send a Fax via email
Troubleshooting: Check settings and walk through in adding a email for the for email to fax settings.
Resolution: Walk Through Cust on how to add the email to send fax via email.
EOC
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InContact ID: 136894813988
User id: 901138008
RingCentral #: 6506948392
Name: Donna Davis
Callback #: 6506948392
Email: donnadavis@thefinalcut.com
Admin? Y/N: Y
Account Verified: Y/N:
Issue: Call Handling 102 - DL 55268 April 26 - 30 Forwarding all to Karen.
Troubleshooting: Check the account and walk through cust on it.
Resolution: Walk through cust on how to process the the call handling for the specific time and date.
EOC
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InContact ID: 123456789
User id: 901138008
RingCentral #: 8087564758
Name: Robert Davis
Callback #: 8087564758
Email: robertdavis@thefinaltcut.com
Admin? Y/N: Y
Account Verified: Y/N: Y
Issue: Can't Log in to his online account.
Troubleshooting: check if he the email on file can received the password link but the email is not yet configure as per cust.
Resolution: Assisted cust but providing a temp password and then walk through cust on how to change the temp password on the website.
EOC
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EOC
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EOC
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EOC
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Name:
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Email:
Admin? Y/N:
Account Verified: Y/N:
Issue:
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Resolution:
EOC
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Admin? Y/N:
Account Verified: Y/N:
Issue:
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Resolution:
EOC
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InContact ID:
User id:
RingCentral #:
Name:
Callback #:
Email:
Admin? Y/N:
Account Verified: Y/N:
Issue:
Troubleshooting:
Resolution:
EOC