Frequently Asked
Questions
Find Solutions to Common Issues Related to features - enquiry
How do I create customer accounts after closing an inquiry in BUSY?
To create customer accounts after closing an inquiry in BUSY. Option1 steps: 1. Go to the "Masters" menu and select "Accounts Info." 2. Click on "Ledgers" and then "Create." 3. Enter the necessary details for the customer account, such as name, address, contact information, etc. 4. Save the customer account by clicking on the "Save" button. 5. The customer account will now be created and can be used for future transactions. Option2:
Steps:
1. Go to Administration
2. Configuration
3. Feature and option
4. Enquiry/ Support Mgmt.
5. Find the option Create party after saving Contact
6. There is three option Ask, Auto, Never
7. Choose Ask/ Auto and save
now
8. Go to Administration
9. Masters Contact master Modify and save
10. Popup showing for creating a new account if not tagged any account with this contact (do you want to create a party for this contact?
11. Click Yes
12. Complete the party/ customer details
13. Group is mandatory filed for this creation Please note that these steps may vary slightly depending on the version of BUSY you are using.
Note: Option 2 works for the create contact master creation we follow the same stapes with accounts
How can I See Amc/Warranty Detail item wise ?
First of all you have to enable feature of Amc for enable amc item wise feature follow these steps:
1. Go in Administration then configuration
2. Then go in Features/Option and then go Enquiry/support mangement
3. Then enable support management (post sales)
4. Then click on maintain item AMC/Warranty for support calls and click on save
5. Then go in administration then go in master
6. Then go in item and click on modify and select item
7. In Item master in specify contract tab mention AMC option and mention/warranty month
8. Then pass sale voucher and mention Amc reference
9. Then go in Display then go in call management
10.Then go in AMC/Warranty detail mention date range and open Report
How do I enable tracking of client enquiries and support for clients?
To enable tracking of client enquiries and support for clients in BUSY, you can use the enquiry or support management feature. This feature allows you to create and track customer inquiries and support requests, input and manage call and enquiry details, and track the progress of calls and enquiries.
To enable this feature follow the below steps:
Step 1: Go to administration menu then click on configuration sub menu.
Step 2: Select features and options and click on enquiry or support management tab.
Step 3: Here, tick on pre sales, post sales and configure the other options as per the requirements. You can also refer to the help document and video available in this tab.
Can you help me allocate a call voucher and enter the details?
To allocate inquiries to agents in BUSY, you can use the Inquiry Support Management feature. This feature allows you to manage and assign inquiries to specific agents for handling.
Steps
Step 1: Go to Transation menu
Step 2: Select Call Allocation tab
Step 3: And then click on Add option
Step 4: And Select the Series ,Data and Voucher No
Step 5: Choose Executive ,and Click on load calls
Step 6: Now Select call number and
Step 7: Then select Excutive for alocation ,and Click on load calls
Step 8: Save the voucher
How do I allocate calls to executives if using the call management feature in BUSY?
To allocate calls to executives if using the call management feature in BUSY, you need to follow these steps:
Step 1: Go to transactions menu and select call allocation voucher.
Step 2: Click on add then enter date and specify the executive name to whom you want to allocate call then click on load calls button.
Step 3: A window will appear in that calls are showing from them you can select and press F2 then save the voucher.
How to maintain executive info during inquiry call receipt in BUSY?
To maintain executive info during an inquiry call receipt in BUSY, you need to enable the "Maintain Area with Contact, Party, and Executive" option in the Enquiry Management Pre-Sales feature. This can be done by going to Administration, Configuration, Features, Options, and then selecting the Enquiries Support Management tab. Once enabled, you can enter the executive details during the call receipt process.
How can I save frequently asked s (FAQs) in BUSY?
There is a specific feature in BUSY to save frequently asked questions (FAQs).
Option1 :
Step1: Go to Administration
Step2: Miscellaneous data entry
Step3: FAQ database
Step4: Complete the required information and save
Option2 :
Step1: Go to call receipt or call report
Step2: In the bottom find the option for FAQ
Step3: Then find a new FAQ
Step4: Complete the required information and save
How to allocate inquiries to agents in BUSY?
To allocate inquiries to agents in BUSY, you can use the Inquiry Support Management feature. This feature allows you to manage and assign inquiries to specific agents for handling.
Steps
1.Go to Transation
2.Call Allocation
3. Add
4.Select the Series
5.Data and Voucher No
6.Choose Executive
7.Click on load calls
8.Select call number and
9.Then select Excutive for alocation
10.Click on load calls
11.Save
How to enable inquiry allocation during call receipt saving in BUSY?
To enable inquiry allocation during call receipt saving in BUSY, you need to enable the "Inquiry Management Pre-Sale" option in the Features and Options settings. This can be done by going to Administration, Configuration, Features, Options, and selecting the Enquiries Support Management tab and enable ''Ask for allocation at the time of receipt saving''
What is the process for call allocation and creating a call receipt in BUSY Accounting Software?
You can view inquiry reports in BUSY through call management under display menu.
Step 1: you can enable the Maintain action taken for open calls in call receipt option in the call management configuration.
Step 2: This will allow you to record and track the actions taken on each inquiry call.
