Untitled Note
By: Anonymous12/12/20222 views Public Note
Caller Name: Tevin
RC #: 4378263805
Callback Number: 416 700 7395
Verified Email: tevin@airessential.com
# of DLS: 1
InContact ID: 456887635815
User ID: 853192048
Case #: 16942420
Account Verified: Y
Issue:
-create a call queue group
Troubleshooting:
-assisted cust in creating the call queue group ext 1
-did test call
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Caller Name: Tony
RC #:
Callback Number: 9546475944
Verified Email: tony@vurro.com
# of DLS: 3
InContact ID: 456887702369
User ID: 1898186027
Case #:
Account Verified: Y
Issue:
-xferred call from Mickey (sales)
-setting up RingCentral app
-conference calling
Troubleshooting:
-restarted conf queue thru scp
-assisted cust in doing the conference call through the Polycom VVX 250 Business IP Phone and through the app
-tested the conference calling for ext 101 through the deskphone and through the RingCentral app as ext 102
-case closed
6053135399
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Caller Name: Daniel
RC #: 9194151216
Callback Number: (919) 415 1212
Verified Email: customerservicecanapsy@gmail.com
# of DLS: 1
InContact ID: 456887788286
User ID: 2006247027
Case #:
Account Verified: Y
Issue:
-incoming faxes to (919) 415-1216
-retrieve faxes
Troubleshooting:
-assisted cust in updating the security question thru admin portal
-added the email add customerservicecanapsy@gmail.com to receive email notifications with attachment
-did test fax / success
-case closed
canapsychiatrichealth@gmail.com
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Caller Name: Sharat
RC #: 4258189376
Callback Number: (650) 313-5571 / 2067762091
Verified Email: Sharat@compass-accounting.com
# of DLS: 2
InContact ID: 456887818370
User ID: 595173048
Case #:
Account Verified: Y
Issue:
-set up the user greeting to ext 102
Troubleshooting:
-changed the Record User Name to Compass Accounting
-enabled default user greeting of ext 102
-did test call
-customized the company greeting and the users greeting thru text to speech feature / customiuyzed the vm greeting
-did another test call / success
-created a custom rule in ext 102
-case closed
Compass tax relief
Compass Accounting