Quick Access for Active Phone Call

How to access the Case for an active phone call?

10/19/2021 9:24 AM

When you answer a phone call with a system that is integrated with Boomtown, the software automatically creates a Case, assigns it to you, and gives you a quick way to navigate to the Case without losing what you’re currently working on.  

How to access the Case for an active phone call?

Pick up a new phone call (a Case is automatically created and assigned to you). Once you answer the call, you will see an active phone tile in the global navigation bar.

 

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Click on the active phone tile to navigate to the Case linked with the active phone call.

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During the phone call, you can navigate away to any other page and click on the active phone call tile to get back to the active Case.

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Once the user hangs up the phone call, the active phone call tile disappears. You can continue working on whatever screen you have open. 

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