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donor_f2.png

module 6

call comments

The comments that we leave when resulting calls are one of the MOST important parts of what we do. These let anyone else who looks at this record know what happened on that call, even without looking at your result code or searching through tabs to see if there were appointments scheduled or preferences updated. It is vital that you include the relevant information, but are also succinct, not including too much detail. 

 

Luckily, Call Comments are one of the most easily understood parts of the call resulting process!

The Deferral Code Definitions are located on the Donor Recruiter Intranet (9th Link = Outbound Result Code Definitions)The Deferral Codes are defined on the 6th Tab at the bottom of the page.

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