Providers facilitate knowledge base searches in the call center and provide additional levels of reporting for a department.
To create a provider:
-
Select Operations > Call Center > Providers.
-
Click New Record.
-
In Organization, specify the organization to which the provider belongs.
-
In Provider, specify a unique code identifying the provider, and then enter a description of the provider in the adjacent field.
-
Specify this Provider Details information:
Address 1 - Specify an address for the provider.
Address 2 - Specify an address for the provider.
City - Specify the city of the provider.
State - Specify the state of the provider.
Zip Code - Specify the zip code of the provider.
Primary E-mail - Specify the primary e-mail address for the provider.
Secondary E-mail - Specify an alternate e-mail address for the provider.
Contact - Specify the contact person for the provider.
Preferred Method of Contact - Select the method by which the contact prefers to receive correspondence.
Class - Specify the class to which the provider belongs.
Primary Phone - Specify the primary phone number for the provider.
Secondary Phone - Specify an alternate phone number for the provider.
Third Phone - Specify the third phone number for the provider.
Primary Fax - Specify the primary fax number for the provider.
Secondary Fax - Specify an alternate fax number for the provider.
E-mail Fax - Specify the e-mail address for the provider if you use fax software that requires an e-mail address.
-
Optionally, select the Out of Service check box if the provider is not used.
-
Click Save Record.
-
Click Convert to Supplier to replace this provider with the specified supplier record across the system.