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Step #9: Time to Do - Do You Know About Command Buttons?

Step #9: Time to Do - Do You Know About Command Buttons?

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Author: TERESA URANGA
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Tutorial

Inquiry Page Layout

Command Buttons 

1. Edit 

a. Allows the AA to update editable fields in the Inquiry record 

b. AA must click on the “Save” button or hit “Control S” to save any/all new/updated information 

2. Change Program and/or Start Date 

a. Allows the AA to update the Program of Student and/or Desired Start Date of the prospect 

b. AA must click on the “Save” button or hit “Control S” to save any/all new/updated information 

3. Remove from DNC 

a. Allows AA to send a request to Contact Center Solution (CCS) to reinstate the DNC’d phone number(s) and/or the entire DNC’d file 

b. At the Inquiry phase, this is not a case but a request to the CCS team. 

At the Opportunity phase, this request will be the case management process. 

4. Refer to Center for Disability Services 

a. At the Inquiry stage, AA can send the referral by clicking on the “Refer to Center for Disability Services” button fill out the appropriate information You must select both options from the CDS Disclosure box 

b. If this action is needed at the Opportunity stage, AA will open a case following the Case Matrix

 c. Once this case has been opened, the AA will not be able to see and/or track this case from his/her queues due to the case’s compliance nature 

5. Save 

a. Becomes available after clicking on the “Edit” button or double clicking on an editable field 

b. Allows AA to save any/all new/updated information c. “Control S” is short cut key to save any/all new/updated information 

6. Cancel 

a. Becomes available after clicking on the “Edit” button or double clicking on an editable field 

b. Allows AA to cancel any/all new/updated information 

7. Orion Student Manager 

a. Allows AA to bring up the associated Orion Student Manager. This is only applicable to Orion records migrated to SRM. 

8. Reroute Record 

a. Allows AA to reroute Inquiry to another vertical. 

b. Inquiry status stays the same