Creating providers

Providers facilitate knowledge base searches in the call center and provide additional levels of reporting for a department.

To create a provider:

  1. Select Operations > Call Center > Providers.
  2. Click New Record.
  3. In Organization, specify the organization to which the provider belongs.
  4. In Provider, specify a unique code identifying the provider, and then enter a description of the provider in the adjacent field.
  5. Specify this Provider Details information:
    Address 1
    Specify an address for the provider.
    Address 2
    Specify an address for the provider.
    City
    Specify the city of the provider.
    State
    Specify the state of the provider.
    Zip Code
    Specify the zip code of the provider.
    Primary E-mail
    Specify the primary e-mail address for the provider.
    Secondary E-mail
    Specify an alternate e-mail address for the provider.
    Contact
    Specify the contact person for the provider.
    Preferred Method of Contact
    Select the method by which the contact prefers to receive correspondence.
    Class
    Specify the class to which the provider belongs.
    Primary Phone
    Specify the primary phone number for the provider.
    Secondary Phone
    Specify an alternate phone number for the provider.
    Third Phone
    Specify the third phone number for the provider.
    Primary Fax
    Specify the primary fax number for the provider.
    Secondary Fax
    Specify an alternate fax number for the provider.
    E-mail Fax
    Specify the e-mail address for the provider if you use fax software that requires an e-mail address.
  6. Optionally, select the Out of Service check box if the provider is not used.
  7. Click Save Record.
  8. Click Convert to Supplier to replace this provider with the specified supplier record across the system.