Cash/Call-In Account

DispatchDirectTM requires and establishes a Cash/Call-In Account. In the absence of Account information for an incoming call, the Cash/Call-In Account will be used as the “default” for initial information and settings. This design approach has a number of benefits, including:

  Helps a company get up and running quickly, while the full scope of Account information is being developed and entered
  Provides ready-to-use parameters/inputs for handling calls from first-time customers
  Expedites call taking - even if a new customer has the potential to become a key account, the call taker need not be diverted to set up Account information when the more immediate priority is handling the service request

Configuring the Cash/Call-In Account should be the first step in setting up Accounts, and precede the set-up of any other Accounts. As noted earlier, the Cash/Call-In Account, in effect, serves as the Company “default” - i.e., it provides the starting point (information and settings) delineating how the Company will typically respond to any new business that comes in over-the-transom. It becomes the point-of-departure for modifications necessary based on the requirements for a particular Account.

The information entered in the Cash/Call-in account will be used to automatically populate fields in all other accounts that are created. The purpose is to again streamline the set-up process. Any information that is automatically populated can and should be changed to get the right information entered for the particular account.