Schedule Callback

Schedule Callback

Module : Schedule Callback
Topic : Feature Overview
Version(s) : Version 5.1 and up 
Editions : Commerce and Call Center Editions




After clicking the Schedule Callback button, the Edit Calendar Event screen will appear.  Enter the following information:
  1. Title (default is Callback).
  2. Choose the Owner (either assign to self or to someone else for Callback) from the drop down menu.
  3. Time for callback.
  4. Duration. (This is a mandatory setting in Calendar).
  5. Choose the Priority from the drop down.
  6. Description

  7. If you wish to keep the event private, check the box next to "Private?".  The Private check box will keep other users with access to your calendar from seeing the description of the event.
  • To save the event, click on the   Save button. This will save your changes and close the Edit Calendar Event window.
  • To cancel any of the changes you have made, click the   Cancel button.
  • To print the current Edit Calendar Event window, click the   Print button. 

    • Related Articles

    • Payment Schedule

      Module : Order Detail Screen Topic : Schedule Payments Version(s) : Version 5.1 and up  Editions : Commerce, Call Center You can use the Payment Schedule Screen to skip a payment, release an amount for immediate payment, and schedule payments . The ...

    • Automated Schedule

      Module : Processing Topic : Automated Schedule Version(s) : Version 5.1 and up Editions : Standard, Commerce, Call Center What Is Automated Schedule There are a number of daily tasks that can be automated within OLX. Automation allows commonly ...

    • Run Schedule Report Definitions

      This report shows the list of Run Schedules entered into OLX and the information pertaining to them. Run Schedule Report Column Definitions Start Date/Time The start date and time of the Run Schedule End Date/Time The end date and time of the Run ...

    • Sales Order Entry_Call/Order Wrap Up

      Module: Sales Order Entry Topic: Call/Order Wrap Up Version(s): Version 5.1 and up  Editions: Standard, Commerce, Call Center Choose a call disposition from the drop down menu. If the DNIS that you have used to enter the order screen has a "Call ...

    • Notification Queue

      Module: Notifications Topic: Notification Queue Version(s): Version 5.1 and up Editions: Commerce and Call Center Editions The Notification Queue allows outbound call backs to be performed when certain criteria is met for customers. This could be ...