Caller ID Line HH

This function shows information regarding the person or entity calling into the business when Caller ID is used with handhelds. This function requires the Caller ID Module to be running on the server and every terminal's IP address must be listed under System Devices > Terminals > General Info 2.

ClosedHow to Create a "Caller ID Line HH" Button
  1. In Button Maintenance, select Caller ID Line HH from the Function drop-down.
  2. Click Edit Function Data.
  3. Select your preferred settings and then click OK.
    • Caller ID Line # Allows user to select a caller ID line if multiple are available.
    • Allow User to Adjust Customer Charges: Allows the user to view the charge history of and add positive and negative adjustments to a customer's account.
    • Allow User to View/Edit Credit Info: Allows user to store primary or secondary credit card info for customers.
    • Prompt for Check Description: Allows user to input an alphanumeric description, numeric description, or phone number which can be printed on the check.
    • Add Customer Required Fields: Allows user to setup fields required for adding a new customer.
  4. Select the Menu and set the Button Position. If desired, set the Min Security Level, Width, Height, Button Appearance and Ask for Supervisor ID. See General Button Maintenance Functions for an overview about the general fields.
  5. Click the Edit Image button to modify the button attributes.
  6. Click OK.
  7. Click File > Save As.
  8. Type a name for the button in the field labeled Button Name.
  9. Click OK.
ClosedNotes

If the customer calling in is not in Customer Maintenance, only the customer's name will be displayed.

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