How to Create a Call Card

STEP 1: There are two ways to navigate to the 'Call Card Module':

  • OPTION 1: Once you create an 'On-Site' ticket, a 'Call Card' is automatically generated.
  • OPTION 2: Under 'Tickets', select 'Call Card'.

Step 2: Under 'Call Cards' click on the Plus ‘+’ sign.

 STEP 3: Upon clicking 'Plus + sign’, you will be navigated to a 'Call Card module', whereby, you are to fill in all the details and click on ' Create Call Card' at the bottom of the page.

STEP 4: Once you are done with your task. click on the 'Edit button ' on the call card, update all the necessary details, and click on 'Update' at the bottom of the page.

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