celitoVoice offers an option to tie disposition codes, call reasons, and notes to a specific call in your call history. A typical use for this is for an inbound call center to track why someone called in, or for an outbound call center to log what the results of a phone call were.
This feature is not heavily used and is known to have some minor issues. The functionality is being improved and these bugs are being worked on, but there is no ETA at this time.
The options that show up for "Disposition" and "Reason" must be added by celito support. Please open a ticket to have the options modified.
Complete
after the call has ended to save them.Call History
tab and click the Add Notes
icon next to the call to set the Disposition, Reason, and to add or update your notesSave
the Disposition and Reason will be shown in the Call HistoryThe "Disposition" is typically used as the main reason that someone called, and the "Reason" is the more detailed reason for the call. The "Reasons" that are shown are tied to the "Disposition." You select the Disposition first, then you select the Reason. Some examples of how this can be used are below.
Disposition | Reason |
---|---|
Support Call | Open a new ticket |
Check on existing ticket | |
Returning our call | |
Billing Call | Pay a bill |
Question about bill | |
Change payment method |