Add, Edit, or Delete Dialing Instructions
The Dialing Instructions page is applicable for your application if your business has a hotline on your Case IQ portal that individuals can call to get more information on submitting a case. Dialing instructions will be available for the portal user if they click the “Dialing Options” link, which will display hotline phone numbers by region. Navigate to the Dialing Instructions page by clicking the System tab in Settings, then selecting "Dialing Instructions" in the page menu.
Add Dialing Instructions
To add your hotline number, click Add Dialing Instructions on the Dialing Instructions page and complete the following fields on the New Dialing Instruction form:
- List Sequence: if you have multiple hotlines, enter a numerical value to set the order to sort the dialing instructions.
- Region: the location in which the hotline phone number is applicable, which will be displayed with the phone number on the portal.
- Phone Number: enter the phone number users should call to access the hotline.
Click Save when you have completed filling in the form.
Edit Dialing Instructions
System Administrators can update dialing instructions at any time from the dialing instruction's page.
- Click the Edit button.
- The Dialing Instruction's page will now be in edit mode. Use the text boxes to update the information in the Dialing Instructions form fields.
- When you have completed your changes, click the Save button.
Delete Dialing Instructions
You can delete a set of dialing instructions from its page. Click the Options () button on the dialing instruction's page, then select the "Delete" option.
You can also delete multiple sets of dialing instructions from the Dialing Instructions grid. Select the checkbox for each row you would like to delete, then click the Delete button above the grid.