Nano - Complete button within Call/Request/Task

Call, Request and Task all seem to be missing a 'Complete' button of some kind when in the Call/Request/Task. In order to close anything, the analyst seems to be expected to set all the fields, click Save, have the tab close on them and then locate the Call/Task in the Outstandings list and right click it to Close it. In Core you just have to click the Complete/Close button at the bottom of the page.

The inclusion of this button allows you to manage your Calls and Tasks more efficiently.

  • Guest
  • Nov 24 2017
  • Reviewed by Alemba Product Manager
vFire v9 / Nano
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  • Sebrina Gridley commented
    August 10, 2021 18:30

    You close a call or request by changing the status of the call or request to Completed (or whatever your organization considers completed. Look in your system admin settings.) For Call's a Resolution\Conclusion box will appear (if you didnt hide it) and you fill it in. Click save. For Request chose complete and save and the workflow moves to the next task.

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