Queue_CRM_2

The queue group is a workflow for qualified distribution of tasks. These tasks have to be defined previously in the menu "Configuration  Basic data/codes  Queue handling "
There you can:

  • Define several types of tasks belonging to a task group
  • Assign tasks to special users
  • Generate an automatic mail that will be sent to user when a special event occurs (Cancellations, internet bookings or requests that became fix).
  • You can define private or public tasks (that can be seen by group of users).


Queue settings

Settings  Queue/CRM

Attributes

Field Name

Type

Mandatory / default value

Description

Refresh rate

Dropdown

/1 minute

Refresh rate for your screen (select from minute to never)

Reminder after sent request

Number

/0

Reminder for service supplier (if RQ was not answered)

Days for automatic delete of system queue entries

Number

No /empty

System queues will be deleted if older than this number of days


Events for system queue

Settings  Queue/CRM

Attributes

No.

Field Name

Type

Mandatory / default value

Description

1

Created with status OK

Checkbox

/not checked

Queue will be created with status OK

2

Created with status RQ

Checkbox

/not checked

Queue will be created with status RQ

3

Created with status OQ

Checkbox

/not checked

Queue will be created with status OQ

4

Option with status OP

Checkbox

/not checked

Queue will be created with status OP

5

Waiting list booking with status WL

Checkbox

/not checked

Queue will be created with status WL

6

Change from status RQ to RF

Checkbox

/not checked

Queue will be created if status RQ changes to RF

7

Change from status WL to LF

Checkbox

/not checked

Queue will be created if status WL changes to LF

8

Change from status OP to OK

Checkbox

/not checked

Queue will be created if status OP changes to OK

9

Change from status OQ to RQ

Checkbox

/not checked

Queue will be created if status OQ changes to RQ

10

Change from status OP to WL

Checkbox

/not checked

Queue will be created if status OP changes to WL

11

Change from status OQ to OF

Checkbox

/not checked

Queue will be created if status OQ changes to OF

12

Change from status OQ to RF

Checkbox

/not checked

Queue will be created if status OQ changes to RF

13

Change from status ?? to XX

Checkbox

/not checked

Queue will be created if status ?? changes to XX

14

Change from status OP to RQ

Checkbox

/not checked

Queue will be created if status OP changes to RQ

15

Booking was paid partly (deposit).

Checkbox

/not checked

Queue will be created if booking paid partly

16

Booking is paid in full

Checkbox

/not checked

Queue will be created if booking paid full

17

Created with status RK

Checkbox

/not checked

Queue will be created with status RK

18

Change from status RK to RC

Checkbox

/not checked

Queue will be created if status RK changes to RC

19

Reminder after sent request

Checkbox

/not checked

Reminder after sent request will be sent after number of days

20

Change from Status OF to RF

Checkbox

/not checked

Queue will be created if status OF changes to RF

21

Client card - New

Checkbox

/not checked

Queue will be created if new client card will be set

22

Client card - change

Checkbox

/not checked

Queue will be created if client card will be changed

23

Client card - Delete

Checkbox

/not checked

Queue will be created if client card will be cancelled

24

Created Booking for CETS-Agent

Checkbox

/not checked

Queue will be created if new booking of CETS-Agent exists

25

Changed Booking for CETS-Agent

Checkbox

/not checked

Queue will be created if booking of CETS-Agent is changed

26

Cancellation Booking for CETS-Agent

Checkbox

/not checked

Queue will be created if booking of CETS-Agent is cancelled

27

Change of Amount/Price in Booking for CETS-Agent

Checkbox

/not checked

Queue will be created if in a booking of CETS-Agent amount/price was changed

28

Change RQ to RF for CETS-Agent

Checkbox

/not checked

Queue will be created if status RQ changes to RF in a CETS-Booking

29

Change RQ to XX for CETS-Agent

Checkbox

/not checked

Queue will be created if status RQ changes to XX in a CETS-Booking

30

Change state RF to RQ

Checkbox

/not checked

Queue will be created if status RF changes to RQ

31

Received SER Message from CETS-Agent

Checkbox

/not checked

Queue will be created if received SER message from a CETS-Agent

32

Sent SER Message to CETS-Agent

Checkbox

/not checked

Queue will be created if sent SER message to a CETS-Agent

33

Change from status RQ to XX

Checkbox

/not checked

New event that can be checked ONLY from RQ to XX not other states to XX

34

Change from status OK to RQ

Checkbox

/not checked

Queue will be created if status OK changes to RQ

35

Change OK to RQ for CETS agent

Checkbox

/not checked

Queue will be created if status OK changes to RQ for CETS-Agent

36

New sequence

Checkbox

/not checked

Queue will be created with a new booking sequence

37

Created with status AN

Checkbox

/not checked

 

38

Created Booking for Touronline-Agent

Checkbox

/not checked

Queue will be created if booking of TO-Agent is changed

39

Changed Booking for Touronline-Agent

Checkbox

/not checked

Queue will be created if booking of TO-Agent was changed

40

Cancellation Booking for Touronline-Agent

Checkbox

/not checked

Queue will be created if booking of TO-Agent is cancelled

41

Change of Amount/Price in Booking for Touronline-Agent

Checkbox

/not checked

Queue will be created if in a booking of TO-Agent amount/price was changed

42

Change RQ to RF for Touronline-Agent

Checkbox

/not checked

Queue will be created if status RQ changes to RF in a TO-Booking

43

Change RQ to XX for Touronline-Agent

Checkbox

/not checked

Queue will be created if status RQ changes to XX in a TO-Booking

44

Change OK to RQ for Touronline-Agent

Checkbox

/not checked

Queue will be created if status RF changes to RQ

45

Received SER Message from Touronline-Agent

Checkbox

/not checked

Queue will be created if received SER message from a TO-Agent

46

Sent SER Message to Touronline-Agent

Checkbox

/not checked

Queue will be created if sent SER message to a TO-Agent

All events listed here are not only available for system queues but also for user defined queues.
CRM settings

Settings  Queue/CRM

Attributes

Field Name

Type

Mandatory / default value

Description

Send + Post (Data)

Dropdown

 

 

Send + Mail (Data)

Dropdown

 

 

Export + File (Data)

Dropdown

 

 

Call back (Data)

Dropdown

 

 

Handout (Data)

Dropdown

 

 

Handout (Only History)

Checkbox

/Not checked

 

CRM Export path(Data)

Text

 

Path for Exporting CRM data


Forms

Settings  Queue/CRM  CRM settings

Attributes

Field Name

Type

Mandatory / default value

Description

Code

Text

Yes /

Code of the form

Description

Text

No /

Description of the form

Remark

Text

No /

Remark to the form

Disabled

Checkbox

Y*/Not checked

You must check this box to enter a new dataset. After saving you can uncheck it again.


Media

Settings  Queue/CRM  CRM settings

Attributes

Field Name

Type

Mandatory / default value

Description

Code

Text

Yes /

Code of the Media

Description

Text

No /

Description of the media

Remark

Text

No /

Remark to the media

Disabled

Checkbox

/Not checked

If checked the media will be disabled


Claim Category

Settings  Queue/CRM  CRM settings

Attributes

Field Name

Type

Mandatory / default value

Description

Category name

Text

No /

Category for complaint


Claim status

Settings  Queue/CRM  CRM settings

Attributes

Field Name

Type

Mandatory / default value

Description

State name

Text

No /empty

Status for complaints