Supportworks - Updating a Call

Last Updated: 05/06/2014
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Overview

The following documentation goes through the process of updating a call in Supportworks step-by-step. In order to update a Supportworks call, you must first access the call details. To learn how to do this, please consult the documentation labeled Accessing a Call.

This tutorial applies to the following operating system(s):
  • WINDOWS

Step 1

Access the call details for your desired Supportworks call (Accessing a Supportworks Call documentation).

Step 2

Click the Update Call button at the bottom of your window.

Visual representation related to step 2

Step 3

Type in the update in the Action Description textbox, and check the E-mail customer checkbox to inform the customer of the update, if you see fit.

Visual representation related to step 3

Step 4

Click Update.

Visual representation related to step 4

Step 5

When your e-mail message appears check for three things. First make sure that the customers name is capitalized. Second, make sure that the overall text of the message is presented how you would like it to appear to the customer. Third, end the e-mail with some sort of salutation and your full name. Then click Send.

Visual representation related to step 5

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