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 ************************************************ 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 ************************************************ 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 ************************************************ 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

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