You may want to use one or all of these Knowledge Base articles below to help you learn how to document and manage your contact record forms, and to help you develop processes to train your users to follow. Please sign into iCarol before selecting ...
Documenting Interactions with Contact Forms - Part I During this training, participants will learn how to use the Contact Forms in their iCarol system to document the interactions they are having, including: Creating a Contact Form Saving a Contact ...
During this training, participants will learn: how a help seeker starts a chat or SMS/Text conversation how a Vols-Staff person assumes a conversation how to interact with a help seeker during a conversation how to log the conversation in the contact ...
During this training we will discuss: Live Chat and SMS/Text Messaging similarities and differences Pre and Post Surveys Managing Messaging Settings & Standard Messages Handling Messaging Conversations Reporting on Messaging
During this training, participants will learn about: Part I - Overview of Contact Form Version Settings Contact form settings found on the Calls tab in Admin Tools definitions of Categories, Groups and Fields editing/managing contact forms Category, ...