In Orderry, you’ve long been able to automatically create tasks and inquiries from missed or incoming calls. Previously, you could only define assignees who would receive them. But now, since you can assign a personal manager to each contact, it makes sense to take this into account.
After enabling automatic creation of tasks and inquiries in Settings > Telephony, if a contact who made an incoming or missed call has a manager assigned, the task or inquiry created from this call will automatically be assigned to that manager.
Additionally, a new option has been added, allowing you to choose who such tasks and inquiries should be assigned to — all managers or selected employees.
This setting applies to calls from contacts who don’t have a manager. It also considers whether a manager has access to your telephony’s extension number:
Calls are first assigned to managers who have access to the internal number.
If none of the managers have access, the task or inquiry created from such a call will be assigned to one of the selected employees.
This way, you can organize the distribution of tasks and inquiries among your company’s employees more precisely and flexibly.
If you have any questions, suggestions, or comments about this update, please contact us in the support chat.