Call Center

Tim Abernathy

My new challenge is building a service dispatch system within Smarthsheet. I have wanted to do this for a very long time. I am attempting to get alot of information into the sheet and would welcome any help. Im looking to make it like an airport type screen. I am trying to get:

 

 

• Schedule

  • Ticket # (CSR#) & Details

  • Location of FSR/NZ Resources

  • Date/Calendar

  • Hours Worked per week

  • Leave approved / T.O.

     

1.        Smartsheet- inputs needed: o   Schedule ·        Ticket # (CSR#) & Details ·        Location of FSR/NZ Resources ·        Date/Calendar ·        Hours Worked per week ·        Leave approved / T.O. o   Skills Matrix ·        Core Skills (Training Matrix) ·        Technical Skills ·        Administration (paperwork) §  Completion expectation 1 to 5 Soft Skills ·        Customer Service ·        Presentation ·        Maturity o   FSR Flags ·        List of All FSR's ·        List of all Customer sites           ·        E-mail o   CSC group e-mail Individual Ques Completed folder Ques   ·        Ceetime o   Generate Tickets (Issues) for incoming service calls o   Track request for demand (labor)

 

Shaine Greenwood

Hi Tim,

 

If you don't find the advice you're looking for in the community, I'd recommend contacting our Sales team to look at our consulting service: https://www.smartsheet.com/contact

Tim Abernathy

Shaine,

 

   Contacted your sales team and was transferred to Support. Then was told that hours could not be displayed in timelines. We just purchased so not sure if the ink is even dry yet, but need to find a solution before we go further.

Paul Koetke

Hi Tim, we can definitely help with this. I'll send you a direct email.

 

Tim Abernathy

I have a few questions and need some help as we just purchased the Enterprise Application, i believe. I will be the US Administrator and have reuquested some funds for technical assistance. I would like to connect by Skype, or some other means, to be able to fully show what i would like. Timing is key here as we have to have a colution in place by next monday.

Shaine Greenwood

Hi Tim,

 

Paul emailed you directly. Please follow up with Paul via email to connect.