Sent e-mail to CpEmail, TmAdmin or TmEmployee

By default an e-mail is sent to the contact person. It is now also possible to sent the e-mail to TmAdmin instead of the contact person. When sending an email under a positive result, it is also possible to sent the e-mail to the TmEmployee (employee customer).

Appointments automatically filled in Google Calendar

Appointments created by a Agent are now automatically filled in the calendar of the Account Manager. The fields that are filled are;
- Description (containing all contact details from TeleManager)
- Time (date time from - date time until)
- Location (street zipcode city country)
- Notes (notes from TeleManager made by the agent)

When an other calendar is coupled via Google Calendar, these fields will also be filled in the other calendar.

Fields from Google Calendar

When you use Travel Time Optimization it is necessary to integrate with Account Manager calendar in order to make full use of this feature. Until now all information was displayed. Now there are only three fields that are displayed from the Account Manager calendar;
- description
- time (date time from - date time until)
- location

Also only these fields will be displayed when a calender is coupled with another calendar via Google Calendar

Prevent double hard callbacks

A new feature has been added TeleManager, My calendar. All hard callbacks are visualized by Agent. When an agent tries to add another hard callback, TeleManager will give a warning. The agent can not add this hard callback and has to change the time.

Check on double hard callbacks

There is a new feature which prevents double hard callbacks. A calendar has been added for the agent to see where a hard callback can be made, at what date and time. The calendar shows hard callbacks that are already made by the agent.

Agents can no longer create double hard callbacks. TeleManager will give an warning when there is already a hard callback.

Reorder default fields

It was already possible to reorder custom fields and show them in a different order. In V6.1.7 is is also possible to reorder default fields.

Mandatory when positive

A new setting has been added to TeleManager, required when positive. Every field can be made positive via the FormWizard. TeleManager will give a warning 'Fill in mandatory fields' when the field setting (mandatory (positive)) is true and the agent want to click a result under TaksType=Positive.

The setting can be found in the FormWizard

Positive result with e-mail shown in LeadManager

E-mails that are being sent when the result is positive (TaskType=Positive) are now also shown in LeadManager. When a user logs into LeadManager he will see the e-mail in the module Email sent.

Fixed products (costs) for accounting software

Many inbound call centers are offering products with a fixed monthly pricing like
- Internet access
- Answering machine
- Dairy management

Customers can subscribe to one or more products. These products with a fixed monthly prices can now be easily added to the customer and exported as order lines to be imported into the accounting software.

Call registration outside bundle for accounting software

Most inbound call centers have pricing based on subscription bundle.  An example is a customer who has an subscription for € 200,- a month they get 100 calls free and have to pay € 2,50 for every call when it exceeds this 100. Because there can be more then 10 different call bundles, it is a hassle every month to make the calculation.

It is now possible to export order lines that can be directly imported into every account software.

Call attempts

A new field had been added to TeleManager, call attempts. Adding the address does not count as an call attempt.

Search in TmCustomer and TmEmployee

It is now easy to search for Customers and Employees. Search boxes has been added.