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Phone Action Codes Overview

A Phone Action Code is a user-defined code for use on a Guest Card. It is a code that you create to label the type of phone call received from a prospective resident.

For example, a Phone Action Code could be General Inquiry or Set up an Appointment.

Phone Action Codes that you set up appear in the Action drop-down list on Guest Cards; i.e., the user who completes the Guest Card selects a Phone Action Code on the Guest Card to indicate:

The Phone Action Codes you define should apply directly to your property and the type of traffic you expect to encounter.

Setting up Phone Action Codes is optional.

ClosedEffect of Policies

To require the entry of a Phone Action on a guest card, this policy must be selected.

Setup—Policies—Property Policies—Guest Card (category)

Require Action Taken on Guest Card (Contact Info)

ClosedEffect of Permissions

User security permissions must be granted in the System module to access this menu item.

System—Security—Users—eSite—Setup—Guest Card Setup—Phone Actions

See Also

Phone Action Codes Overview

Phone Actions Grid

Add/Edit Phone Action

To Add a Phone Action Code

To Edit a Phone Action Code

To Delete a Phone Action Code

Guest Card Setup Overview

Guest Cards Overview

Setup Questions for Phone Action Codes

 

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