目次
“Guest" is an item to manage visitor information in ACALL RECEPTION. By registering a guest, you can register and manage the "company information" and the "visitor information" associated with it.
Registering a guest
The guestbook consists of two sets of data: the "company information" and the "guests" associated with it.
Creating a new guest creates the company information and guest data in one step.
Creating a new guest
After logging in to the Portal, click [ADD NEW] from the corner and select [Guest Book].
The Add New Worker screen will appear.
Fill out the form and click [CREATE] to complete.
Create New Screen
Entering and configuring guest information
The input contents for each item are as follows.
Note
- Fields marked with an asterisk (*) are required.
- Duplicate names cannot be registered.
Items | Contents |
company name |
The name of the company to which the guest belongs. *If "Company" is already registered, you can select it from the drop-down menu. |
family/given name* |
Guest Name The name field is required. |
family/given name ruby |
Guest name pronunciation |
Phone number |
Guest's phone number |
Guest's email address |
|
staffs |
Contact person associated with the guest. |
disclosure setting |
Select [All] or [Only those of workers in charge] as the scope of disclosure of guest information. |
Registering notes
In the [MEMO] tab of the new creation screen, you can enter supplementary information about the guest as a note. By using notes, you can share information about the guest's attributes and small tidbits to be used during the ice breaker.
In the [MEMO] tab, click [Add Memo] to display the Add New Memo screen.
After entering the information, click [CREATE] to complete.
Checking the list of guests
Click on [Guest book] in the left sidebar and confirm that the guest information you created has been added to the guest book list.
Editing guests
After logging in to the Portal, select [Guest book] on the sidebar.
Click on the edit mark (pencil symbol) of the meeting room/equipment you want to edit to open the edit screen.
Update your information and click [UPDATE] to complete.
Deleting guests
After logging in to the Portal, select [Guest book] on the sidebar.
Click on the edit mark (pencil symbol) of the meeting room/equipment you want to edit to open the edit screen.
Update your information and click [DELETE] to complete.
Registering company information
It can be managed using only the company information that the guest belongs to.
Creating a new company profile
After logging in to the Portal, select [Guest book] on the left sidebar.
Click on themark to the right of the search box, and then click on [Create Company].
The New Company Information screen will appear.
Fill out the form and click [CREATE] to complete.
Entering and configuring company information
The input contents for each item are as follows.
Note
- Fields marked with an asterisk (*) are required.
- Duplicate names cannot be registered.
Items |
Contents |
company name* |
The name of the company the guest belongs to. The company name field is required. |
Company Address |
Company address |
Company TEL |
Company phone number |
memo |
Company supplementary information |
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