Ticketing in TaskSuite

In TaskSuite now after you get a call, you will now ticket your call in TaskSuite by adding the customer name and selecting the disposition and pasting your notes in the additional notes field.

In order to add the customer name, you will click the “+” symbol in your call section during or after your call.

You may see the “Save” option instead of the “+” symbol. If that is the case, just click the back arrow and then you will see the “+” symbol.

After clicking the “+” symbol, you will add the customer’s first and last name in the “name” and “Surname” fields. Next you will enter their phone number in the primary phone number field, and then you will click the “Save” button.

After clicking “save” here, you will then have a disposition dropdown and additional notes field. Select the disposition that best matches your call and then paste your template notes in the additional notes field and then click “Save”.

Once you click Save here, that is it. You have ticketed your call and are ready for the next one. It is best practice to place yourself in “busy” status so that you can complete the ticketing of the call and then log back into the queue to grab the next call.