Reasons

You can use this list to identify reasons why calls may have been logged, or use it for closure reasons. Analysts will be able to select one of these from a drop-down list at the time of closing a cal

You may define as many reasons as you wish. Reasons cannot be viewed on the Call Details window once the call is closed, unless the Call Details window has been configured in ASM Designer to include this field.

Creating a Reason

Before you start

You must have IPK Setup selected in the Admin tab of your General Access Security Role.

1. Select ≡ > Admin > System Administration.

   The System Administration window appears.

   In the Explorer pane, expand IPK Management.

2. Select Reasons to open the window. A browse table displays all of the reasons currently held.

3. Select the New icon. A blank row is inserted in the browse table.

4. Type the name you want to use for the reason.

5. Save the changes. Provide the Change Reasons if prompted to do so.

Renaming a Reason

1. Select ≡ > Admin > System Administration.

   The System Administration window appears.

   In the Explorer pane, expand IPK Management.

2. Select Reasons to open the window. A browse table displays all of the reasons currently held.

3. Select the reason that you wish to rename and type in the new name.

4. Save the changes. Provide the Change Reasons if prompted to do so.

Deleting a Reason

1. Select ≡ > Admin > System Administration.

   The System Administration window appears.

   In the Explorer pane, expand IPK Management.

2. Select Reasons to open the window. A browse table displays all of the reasons currently held.

3. Highlight a reason in the browse table.

4. Select the Delete icon . If you attempt to delete the system default, you will receive a warning message.

5. Save the changes. Provide the Change Reasons if prompted to do so.