Creating providers

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

To create providers:

  1. Open the Providers form.
  2. Click New Record.
  3. Organization—Enter the organization to which the provider belongs.
  4. Provider—Enter a unique code identifying the provider, and then enter a description of the provider in the adjacent field.
  5. Address 1—Enter an address for the provider.
  6. Address 2—Enter an address for the provider.
  7. City—Enter the city of the provider.
  8. State—Enter the state of the provider.
  9. Zip Code—Enter the zip code of the provider.
  10. Primary E-mail—Enter the primary e-mail address for the provider.
  11. Secondary E-mail—Enter an alternate e-mail address for the provider.
  12. Contact—Enter the contact person for the provider.
  13. Preferred Method of Contact—Select the method by which the contact prefers to receive correspondence.
  14. Class—Enter the class to which the provider belongs.
  15. Out of Service—Select if the provider is not used.
  16. Primary Phone—Enter the primary phone number for the provider.
  17. Secondary Phone—Enter an alternate phone number for the provider.
  18. Third Phone—Enter the third phone number for the provider.
  19. Primary Fax—Enter the primary fax number for the provider.
    Secondary Fax—Enter an alternate fax number for the provider.
  20. E-mail Fax—Enter the e-mail address for the provider if you use fax software that requires an e-mail address.
  21. Click Save Record.