...
- Click the
button. - The 'Add New Call Details' form opens.
- Enter the Required information
- When adding a call, the Status can only be set to Raw, Rated, or Rated Unbillable.
- Click the
button.
The information entered is displayed in the Call Details Grid.
Edit
The button ONLY affects records that have been manually entered button allows a User to update a Call Record. Manually entered records have the most amount of functionality for updating. The following is an example of the 'Manage Call Details' form that loads when it is possible to modify the Call Details.
...
All records that were Imported are not possible to modify. The following is an example of a record that was Imported, which CANNOT be changed, with some exceptions:
- If the call was manually added and the Status is not Billed, then all of the fields can be modified. The Status can only be set to Raw, Rated, or Rated Unbillable.
- If the call was imported and the Status is not Billed, then these fields can be updated: Cost, Billing Date, Call Type, and Status. The Status can only be set to Raw, Rated, or Rated Unbillable.
- If the call has been Billed, then nothing about the Call can be updated.
Rate Calls
PCR-360 automatically Rates Calls based on a setting in the Configuration Guide according to the Users needs. This can be set to Rate Calls based on business needs on a daily or hourly basis though for a large volume of calls a more frequent schedule can be set. A User can manually begin the process if needed by clicking the button. This process runs in the background and no further input is needed.
...