Serving a new incoming Call

To serve a new incoming call there are two options.

1. Mandatory fields.

2. Extra fields

Also have in mind that serving a call either it will be a new customer or an existing (stored) customer.

The following fields are mandatory:

Type the customer phone number

Here there are two choices depending whether call center is connected to your telephone system

to receive caller id or not.

1. Connected: The telephone number of the customer will be displayed once you answer the call

from the Incoming/Missed Calls frame (6). There is no need to type in the telephone number. In

case the customer phone number is not identified or blocked a telephone number is mandatory

to register a new call. To answer a call just double click or use the specific shortcut to answer

the waiting incoming call from the list.

2. Not connected: You must type in this field the customer telephone number. When done press

the Enter key on your keyboard to retrieve the customer data. If the customer is new when you

press the Enter key the customer phone number field will turn yellow.

Type the customer name

Here you have two cases. Either it's a new customer and the name is not in the system database

or the customer already exists.

1. New customer: You must type in the customer name. Please type in First and Last name.

2. Existing customer: You just verify the identity of the customer.

Type the pick up address

1. New customer: You must type in the customer address. Please type in street name and number.

When done press the enter key on the keyboard. A new frame will open under the field with the

found results, please select the correct one. Alternatively if your cursor isn't in the Address field first

click on it and then right click on the map at the pick up location of the customer. When done middle

click on the mouse (middle mouse button) and the Address field will be field automatically based on

the marker location you just designated on the map.

2. Existing customer: You just verify the address of the customer. If the pick up address is different

delete the displayed address and type in or designate with the marker on the map, the new one.

Important for existing customers if more than one address is stored on the right corner of the field there will be displayed two small arrows pointing left and right. Clicking on those you can cycle the customers saved addresses instead of retyping.

Register the call

Select the save button in the call management toolbar to register the call.

Alternatively you can register the call by pressing the Page Down button on your keyboard, which is a shortcut.

Important From the options menu you can activate the autosave new customer option. That way new customers won't need to be saved prior to registering the call. They will be saved automatically.

After this step the call is handed to the dispatch routine run by the Taxi Server.

You can monitor the call status in the All Calls Tab.

To ease the load, colors are used to easily identify call status. Those are:

Green	->	Successful Completed Call
Red	->	Cancelled Call
White	->	Unprocessed Call
Pink	->	Unsuccessful Call
Blue	->	Selected Call
Grey	->	Call on Process by the dispatch server

And can be viewed in the All Calls Tab table:

When the driver designates via his application that he picked up the customer for a registered call that he was designated by the system to serve it, then the call automatically is transferred from the All Calls Tab to the Call History Tab.

At this point your job for the specific call is ended.

Canceled or Unsuccessful call entries remain to the All Calls Tab waiting for action to be taken.

Once there is no action to be taken you can transfer each entry to the Call History Tab manually by selecting one entry and pressing Ctrl+PageDown on the keyboard.

The rest of the fields in the Call Management Form are optional and can be used freely according to your company requirements.