Web:Callback

Callback

The Callback record tracks basic applicant/client information together with calls made from and to the applicant/client.

Add

To Add a new Callback record, from the Main Menu, choose Add-->Applicant-->Callback.

Edit

To Edit an existing Callback record, from the Main Menu, choose Search-->Applicant-->Callback. Use the search screen to find the appropriate Callback entry and open it.

General Callback Entry

Problem, Date, Time, Name

The first section of the Callback entry holds the problem type (code), the unique, assigned Callback ID, the date and time the callback entry was originally started, and the caller's name.

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