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Managing Smart Calls

You can manage smart calls if your user role has the appropriate access level for the Smart Call record type (either Default or Owner access).

To manage smart calls

  1. In the upper right corner of any page, click the Admin global link.
  2. Click the Smart Call Management link.
  3. On the Manage Smart Call Templates page:
    • To review the smart call, click the link in the Subject column.
    • To delete the smart call, click Delete in the appropriate row.
  4. On the Manage Smart Call Templates page, click the Menu button.

    The following table describes the tasks that you can do from the Menu button on the Manage Smart Calls Templates Page.

    To do this

    Follow these steps

    Batch Assign Book

    On the Managing Smart Calls title bar, click Menu, and select Batch Assign Book. Complete the steps described in the Batch Assign Book Queue Page.

    Export List

    On the Solutions List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

    Refine List

    On the Solutions List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

    Save List

    On the Managing Smart Calls title bar, click Menu, and select Save List.Complete the steps described in the Refine List: Smart Calls List page.

    Show List Filter

    On the Solutions List title bar, click Menu, and select Show List Filter. Complete the steps described in View List Page.

    Manage Lists

    On the Solutions List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

    Create New Lists

    On the Managing Smart Calls title bar, click Menu, and select Create New Lists. Complete the steps described in the New Smart Calls List page.


Published 05/11/2007