Caller Source

Classifications recording how Reporters contacted the Helpdesk. Applied when logging Tasks to track request channels.

Supports reporting by contact method for service analysis and staffing decisions.

Settings > Tasks > Caller Sources

The link will open the Caller Source Grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Caller Source click New , to edit an existing Caller Source click Edit . A pop up window will appear which will allow the creation or amendment of a Caller Source.

ClosedClick to view - Caller Source Fields and Descriptions

Complete the fields and click Save and Close .