Wednesday, December 30, 2009

HEAT: Automatic HEATBoard Issues

A client asked: Is it possible to automatically create a HEATBoard issue when a Call Ticket reaches a certain priority level?

Yes, you can use BPAM and the new HEATBoard Issue autotask action to create a HEATBoard issue, populate the issue with the current call description and link the current ticket to the HEATBoard.

Step 1: Create the autotask

In the Specify Action Type dialog box, select HEATBoard Issue, then click OK. The Create new HEATBoard Issue dialog box opens.

* In the Name field, type a name for the HEATBoard Issue action.
* In the Text field, right-click to insert a HEAT field value
* Insert the Call Desc field from Call Logging
* In the Save to View section, save the HEATBoard Issue to Global.
* In the Linked Calls section:
* Click Allow Linked Calls and Link Current Call
* Click AutoClose-closes linked calls when the Lead Call is resolved.
* Click OK.

Step 2: Create the business rule

* Using the business rule editor, select Add Rule
* Select 'When a ticket is changed'
* Select 'All Records in a Call Group'
* Select the group showing HEATBoard Issue calls
* Select the Autotask created above
* Name the Business Rule and click Finish

When this rule is activated, it will track calls that meet the criteria for a HEATBoard Issue and create it automatically.

2 comments:

Thomas pedro said...

Keep the term of the advance as less as could reasonably be expected. Every one of the banks offer home advances for span of 20 years at the greatest. So in the event that you take a home credit of Rs 30,00,000 at a loan fee of 9% for a long time your month to month EMI to be payable to the bank comes to Rs26,992. Very shoddy you think. payday loans chicago

marko said...

Bank Negara remarked that banks are over careful even after the national bank gave confirmation that adequate liquidity in the keeping money segment and can loan. While Bank Negara had driven the move by cutting the overnight strategy rate and statutory save necessity for decreased cost of assets, many banks are not discharging their "over" mindful position. payday loans