|
MobileHEAT
is a module of HEAT designed for use on a laptop. It places a local
copy of the HEAT database on the laptop and allows the user to synchronize
calls with the live system. Using MobileHEAT is just like using
HEAT. Double click Call Logging and select MobileHEAT as
the Data Source. If this is the only way you use HEAT you can choose
to Automatically use this Data Source in the future.
Log
into HEAT
Log
into HEAT with your username and HEAT password.
Note : You cannot change your HEAT password through
the MobileHEAT client..
Enter
Calls and Create Assignments
You
can now enter calls and create assignments just as you would in
HEAT. When you are done click Save. If they can be closed then click
Quick Close. You do not have to be connected to the network to enter
calls in Mobile HEAT.
Synchronizing
Calls
Once
calls have been entered and saved you will want to update them to
the live database. You also should check to see if there are any
new calls assigned to you. Go to the Accessory menu and select MobileHEAT
- Transfer Calls...
This
will bring up the MobileHEAT Call Transfers window. Under
Download Options Click Groups and select My Active Assignments
from the Global Call Groups
Click
Transfer to upload any calls you have entered offline and
to download a list of the calls you have assigned to you.
Checking
for New Calls
When
you have synchronized the calls you can go to Group, Open Call Group
and Select My Active Assignments from the Global Call Groups.
This will open any calls that have been assigned to you. After working
on these calls be sure to synchronize with the live database.
Updating
the Profile Table
The
Profile table holds all the information about our customers. It
is updated periodically. If you are using MobileHEATyou will need
to update this table manually. When you synchronize calls, check
to see if the check box is grayed out for Profile table has changed,
get changes. If it isn't grayed out then it has been updated.
Click the check box to update the list of profiles.
Remember
you only needed to be connected to the network when you are synchronizing
MobileHEAT. You should try to synchronize MobileHEAT everyday.
HEAT
Questions
|
