You can view and edit the Org level information under the Administration » Company Setup tab, which is applicable across the users & managers in an organization.

1. In the Administration tab, click on the Company Setup tab.

2. The Company Setup tab has four sections, where you can modify the below org information as needed:

• • Dialer
  • Call Disposition
  • Salesforce API
  • Reports

NOTE: You can expand or collapse the sections using the   icons.

Dialer

• Enable Duplicate check – By default, Yes will be displayed. It indicates a check for any duplicate records during the call list upload from the Lists tab will be performed. If needed, you can select No to cancel the duplication check process.

• Enable Duplicate Check based on – By default, Org level will be displayed, if the Duplicate check is enabled. You can choose user level, if needed.

• • User level – Duplication check by user level. When selecting this option, each record/prospect in the Call List will undergo a duplication check, uploaded by the same user (Sales Rep)

• • Org level – Duplication check by org level. When selecting this option, each record/prospect in the Call List will undergo a duplication check, uploaded by the same or different user (Sales Reps) in an organization

• Create Call Log for each dial made – It defaults to the Call Outcome Dialed. It will be a default call outcome to be auto-populated in the Call Result dropdown of the Call Disposition window, when the Hang Up button is clicked. if needed, you can change to any outcome as a default call outcome.

• Create Call Log for each VM dropped – It defaults to the Call Outcome Left Voice Mail. It will be a default call outcome to be auto-populated in the Call Result dropdown of the Call Disposition window, when the Play VM button is clicked. if needed, you can change to any outcome as a default call outcome.

• Mandatory Phone Columns – The phone column Phone and Mobile will be displayed by default. This will be displayed in the Add Records From <CRM Name>, Add Records From CSV, Add Contact From Cadence, and Before You Begin windows, by default. If needed, you can select the remaining available phone columns.

NOTE: Minimum one Phone column is required in this field. If you trying to save without one Phone column, the below alert message will be displayed, upon clicking Save.

• Opted for Mapped Caller Id – It defaults to Yes. It indicates that the Mapped Caller Id option will be visible under the Caller ID dropdown in the Add Records From <CRM Name>, Add Records From CSV, Add Contact From Cadence, and Before You Begin windows.  If needed, you can select No, which indicates that  Mapped Caller Id option will not be available under the Caller ID dropdown.

Call Disposition 

• Default Tab – By default, Contact Info tab will selected for both CRM and Non-CRM customers. Id needed CRM customers can change to History tab. This will be a default landing page for the Call Disposition popup.

• Enable Follow Up tab –  Defaults to Yes. It shows the Create a Followup checkbox in the Call Disposition popup. If needed, you can select No to hide the Create a Followup checkbox.

• Referral Tab – Defaults to Yes. It shows an Add a Referral checkbox in the Call Disposition popup. If needed, you can select No to hide the Create a Followup checkbox.

• Follow up Subject (Default Value) – The default Subject is Call Back for the call result Follow up, which will be auto-populated in the Call Disposition window, based on the pre-configured settings. If needed, you can enter any subject. It is a mandatory-field.

• Follow up due (Default Value) – It defaults to 2 weeks based on the pre-configured settings, which will be auto-populated in the Call Disposition window.  If needed, you can choose any future due date (1 week, 2 weeks, 3 weeks, or 6 weeks) from the dialed date.

Salesforce API

NOTE: This section will be available only for the Salesforce CRM users.

• Salesforce Rest API – Defaults to Yes and cannot be changed (grayed out).

• Save All updates in one Transaction – Defaults to Yes and cannot be changed (grayed out).

• Enable CRM Popup in Second Monitor – Defaults to Yes indicating that the CRM Popup will be displayed on the second monitor. If needed, you can change to No to disable the display of CRM popup on the second monitor.

• Display only certain folders – Defaults to Yes, allowing only specific Salesforce folders in the My Lists tab to be listed during the import of Salesforce reports. If needed, you can change it to No to display all Salesforce folders.

Reports

• Export Custom fields info (upon downloading reports) – Defaults to No, preventing the export of custom fields information when downloading reports. If needed, you can change it to Yes to enable the exporting of custom fields information.

• What disposition indicates a Meeting? (For Dashboards & Reports) – Choose a call outcome to count it as a Meeting in the Analytics tab. By default, it displays the call outcome Meeting Scheduled.

• What disposition indicates a Follow-Up? (For Dashboards & Reports) – Choose a call outcome to count it as a Follow-Up in the Analytics tab.  By default, it displays the call outcome Follow Up.

• What disposition indicates a Referral? (For Dashboards & Reports) – Choose a call outcome to count it as a Referral in the Analytics tab. By default, it displays the call outcome Got Referral.

3. Click Save to save the changes made. A confirmation message saying 'Settings Updated' will be displayed.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.