Walks In -how to record them

[EWA]

Does anyone has a way to record when a call was logged in from a WalkIn?

[Emily Patrick]

We have a contact type of 'Walk-in' that the analysts use.  It's just a radial button that can be selected when raising a ticket.  We also have a 'counter quick ticket' to record a quick query and it asks for the location as we have multiple counters at different times of the year

[Peter Clough]

We've recently added a button to update a custom field just to say it was a walk-in, will be adding a checkbox to calls going forward.

[EWA]

On 09/08/2024 at 14:41, Emily Patrick said:

We have a contact type of 'Walk-in' that the analysts use.  It's just a radial button that can be selected when raising a ticket.  We also have a 'counter quick ticket' to record a quick query and it asks for the location as we have multiple counters at different times of the year

And how did you add the contact type onto the request? Had a look at the Request Settings not obvious to me how this would have been done.?

[EWA]

I've found out that there is Hornbill Automation node that updates the Source . so I created AutoTask to change the Source to WalkIn

[Emily Patrick]

We have it built into the capture of one of our forms as a static radioset, and then we can report on it this way