The Call Center role (V8)
The Call Center role gives you more control
over what you see in the Appointment List. You can select specific locations
and even filter by 'All locations' to display all work orders and appointments
from your chosen locations. Additionally, you can determine which work
order statuses are visible.
Activating the Call Center role
Contact support@claireit.eu to change your role to or create an Call Center account.
Adjusting your settings
After the Call Center role is activated, you can adjust the visibility of locations:
Go to your profile settings (Account Settings).
Scroll down until you find the section Locations.
Here you'll find a list of all available locations. Use the checkboxes to select which locations you want to see in the Appointment List.
By default no locations are selected, this means
that all locations are visible.Enable Location column visible to see an extra column in the appointmentlist, here you can see the location of the WO when all locations are selected.
In the same section, you can also enable and disable statuses. Your selections will be remembered for future logins.
Once you've made the desired adjustments, click Save.
Result in the Appointment Overview
When you return to the Appointment List, you'll notice that:
- Only the locations you selected appear in the list.
- The option to filter by All locations is available, allowing you to view all work orders/appointments from your chosen locations.
- You will only see work orders with the statuses you have selected.
By
default, all locations and statuses are visible before you adjust these
settings.
Related Articles
The Call Center role
The Call Center role gives you more control over what you see in the Appointment List. You can select specific locations and even filter by 'All locations' to display all work orders and appointments from your chosen locations. Activating the Call ...Changing location
On tablet, you have access to a screen where you can review your profile information. In it you can also change your location and select a language currently available in Claire. Where to access it Changing language This will make the layout language ...Editing your profile
Purpose In the profile page you can modify certain elements of your profile, like: change password, change default location, change landing page, enable notifications etc. After making any changes click on save at the bottom of the page. Access The ...Navigating through the appointment list (V8)
Each action starts from the appointment list. Here, you can view all the appointments for the selected day and the status of each appointment. Access The appointment list opens as soon as you log into Claire, unless you have specified otherwise in ...Edit user profile (V8)
In the account settings, you can change certain elements of your profile, password, default location and landing page. Where do you find the account settings? Navigate to the Appointment list and click on the photo icon in the top right corner, as ...