Creating providers

Providers facilitate knowledge base searches in the call center and provide additional levels of reporting for a department.

To create providers:

  1. Select Operations > Call Center > Providers.
  2. Click New Record.
  3. Specify this information:
    Organization
    Enter the organization to which the provider belongs.
    Provider
    Enter a unique code identifying the provider, and then enter a description of the provider in the adjacent field.
    Address 1
    Enter an address for the provider.
    Address 2
    Enter an address for the provider.
    City
    Enter the city of the provider.
    State
    Enter the state of the provider.
    Zip Code
    Enter the zip code of the provider.
    Primary E-mail
    Enter the primary e-mail address for the provider.
    Secondary E-mail
    Enter an alternate e-mail address for the provider.
    Contact
    Enter the contact person for the provider.
    Preferred Method of Contact
    Select the method by which the contact prefers to receive correspondence.
    Class
    Enter the class to which the provider belongs.
    Out of Service
    Select if the provider is not used.
    Primary Phone
    Enter the primary phone number for the provider.
    Secondary Phone
    Enter an alternate phone number for the provider.
    Third Phone
    Enter the third phone number for the provider.
    Primary Fax
    Enter the primary fax number for the provider.
    Secondary Fax
    Enter an alternate fax number for the provider.
    E-mail Fax
    Enter the e-mail address for the provider if you use fax software that requires an e-mail address.
  4. Click Save Record.