New Customer Call Lists

Call Lists allow the creation of specific contacts in a specific order to allow for individual management based on zone or time of day overrides. 

If the site contacts the persons in the order defined in the Contact List, then Call Lists are unnecessary.  

Adding a Call List 

  1. Click Add
  2. Enter a Call List ID - How you will reference the Call List in the Customer Actions.
  3. Enter the Description
  4. Choose the Type of List
  5. Main List may contain all contact types
  6. Sub List may ONLY contain persons (Contacts, Keyholders, etc.)
  7. New accounts have not yet created schedules for availability, therefore there will be no option for availability.  
  8. Add the contacts from the available list and order as needed.

When all are entered and orders as required Click Save.  Then Click Next.