On the Settings > General > Tasks page, you can set up the automatic creation of tasks for each missed call.
Note: For this feature to work correctly, you need to connect and configure one of the VoIP services on the Settings > Integrations page.
How to Create Tasks for Each Missed Call Automatically
1. Enable the Automatically create a task for a missed incoming call checkbox.
2. Assign a responsible employee.
Select several employees by clicking + Add employee if necessary. If you have specified several employees, you can select a type of task:
One task for all will be created for all the specified employees. After one of them completes it, the task disappears from the other employees’ lists and remains assigned to the one who completed it.
One task for each one will be created for each of the specified employees.
3. Set a Due date for the task. Click on the corresponding field and select how many days, hours, or minutes to add to the current task creation time.
E.g., you set the value to 2 hours and missed a call on 19/06/2023 at 1 pm. The deadline for this task will be set for 19/06/2023 at 3 pm.
4. Set up the connection of the task with work orders and leads.
Create task in work order if client has an open work order — clients are searched by phone numbers (if you have several clients with the same phone number, the one created later than all the others is taken). Suppose such a client has open work orders (in the status of any group except "Closed / Dropped off"). In that case, the created task will be automatically connected to such a work order. If there are several work orders, the one created later than the others is taken.
Create task in lead if client has an open lead — clients are searched by phone numbers (if you have several clients with the same phone number, the one created later than all the others is taken). If such a client has open leads (in the status of any group except "Won / Lost"), the created task will automatically be connected to such a lead. If there are several leads, the one created later than the others is taken.
The task will be created without a connection if you cannot find a client, open work orders, or leads.
Be sure to click Save to apply the settings.
It's done! A "Missed call" task will be automatically created in Orderry after each missed call. The due date and the assignee in this task will be the same as you specified in the settings. The author of such a task will be the assignee you set first on the list.