CallBack - Settings

CallBack - Settings

There are many system settings that you can set in relation to the CallBack function.

To view the system options, click the admin System Settings button in the top tool bar > Callback > Rules




Options include:

- Ignore Employee Availability when initiating Callbacks


This setting over-rides an employees set availability, and contacts them regardless.


- Enable Auto-accept feature


This setting allows for the Auto Accept feature to be enabled.


- Secondary CallBacks / Close primary callback when starting secondary


This setting, when checked, will close the primary callback (and no longer allow acceptance of it by employees) when the secondary is initiated.


- Force Include


This setting will allow you to set which Time off Types are ignored when a Callback is started. This is useful for telling the system to "included everyone who is on Vacation for CallBacks", etc. By default, the system will bypass any employee who is off duty on a time off entry for a CallBack opportunity. Using this option will allow for those employees to be contacted instead, and offered the CallBack shift.


- Only call in this time period:


This setting basically sets a 'do not disturb' time globally for all CallBacks. If checked, the system will only contact employees for CallBacks during the listed time frame.


- Awarding Callbacks/Let admin-level users award CallBacks manually while still active

This setting basically allows admin-level users to award a CallBack manually for any reason while the CallBack is still active. 

    • Related Articles

    • System Settings

      System Settings Clicking on the 'admin' cog next to your company name on the top toolbar will take you into the 'System Settings' for your scheduling system. There are a lot of changes that can be made from here. This article will help you navigate ...
    • Rules Builder - Rules

      While your approach dictates who you are hiring, the rule is how the list is ranked, managed and awarded. With the Callback Module, rules used to be global. Now, any approach can be used with any rule-- there is no limit to how you can call and award ...
    • CallBack Rankings / Rules

      The scheduling system utilizes pre-determined algorithms for sorting / ranking and re-ranking employees for each and every CallBack that is sent out. The system allows you to no longer depend on spread sheets, flip charts or 3x5 notecards for ...
    • Callback Rules Builder

      The Rules Builder offers expanded hiring rules, detailed rankings and more. The new module will allow expanded hiring, allowing multiple rules within a single system.  To access the Callback Module The Callback Dashboard The Dashboard, similar to the ...
    • Rules Builder - CallBack Lists

      One of the first things you'll want to do when setting up your new scheduling account, is creating employee 'Lists'. These can also be referred to as Rankings, Job Titles, Buckets, Binders, etc. However, for our case, we refer to them simply as ...