Event Planning and Tracking
The Calendar module within the Voyce Contact Center allows representatives to organize their tasks and follow-up processes based on dates. Operational processes such as appointments, reminders, and callbacks can be easily planned and managed on the calendar.
The calendar screen opens by default in month view. If you wish, you can change the view to week, day, or agenda using the tabs at the top right.
On the left side, there is a mini calendar and below it, tag filters. You can categorize your events with tags like Important, Appointment, Reminder, Personal, Other and view only the types you want.
To create a new event:
You can use the “Add Event” button at the top left,
Or click directly on the relevant date in the calendar to quickly enter an event for that day.
Adding an Event
The event creation screen that opens includes the following fields:
Event Name
Note
Contact Number
Date and Time
Tag (example: Appointment, Reminder)
Once the information is entered, the event is saved to the calendar with the “Add” button.
Appointment Click Function
You can click on any appointment on the calendar to view the details of that event.
The panel that opens includes the event name, result code obtained, notes written, and contact number.
If the appointment record belongs to a customer registered in the system, you can access the customer card directly via the “CRM” link.
You can use the “Call” button in the same panel to quickly call the relevant number through the system.
Reminders and Notifications
The appointments you create are reminded by the system as the event time approaches.
This ensures that scheduled meetings or follow-up calls are conducted on time and not forgotten.
You can transition to CRM or make a direct call from this reminder pop-up.