Ultra-Dialler set up
Ultra Dialler is a dialler system which has been integrated with LogiClaim. The User will have to set-up the dialler systems and co-ordinate with LogiCan before it can be used.
Setting up the Users
Open the Users window
1: Click Admin in the menu.
2: Select Users --> Users from the drop-down menu - the Users window will open.
Open the required user
1: Select the required User from the list.
2: Click Edit - the User's window will open.
Change the setting
1: Click on the details tab.
2: If the User is responsible for call-backs, tick the Is Team User check-box.
3: Set the Users working hours.
Setting Holidays
Follow-up calls will not be scheduled for holidays.
Change Permission
1: Click on the Permissions tab.
2: Tick the Allow Edit Holidays check-box to allow the User to edit the Company's holidays.
3: Click OK to save the settings and close the window.
Open Holidays window
1: Click Admin in the menu.
2: Select Drop Down Lists --> Holidays from the drop-down menu - the Holidays window will open.
Set holidays
1: Click Add - a new entry will be added to the Holiday list.
2: Click the Calendar icon - a calendar will pop-out.
3: Select the the date.
4: Click OK to save and close the window.
Setting the Config
Open the Config
1: Click Admin in the menu.
2: Select Config from the drop-down menu - the Config window will open.
Change the settings
1: Scroll to the right and click on the Ultra Dialler tab.
2: Tick the Use Ultra Dialler check-box.
3: Click the ... button to select the action that will be scheduled for call-backs.
4: Enter the Ultra account details.
5: Click OK to save the settings and close the window.
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