Calling a Customer

 

OVERVIEW WHO WILL FIND THIS USEFUL?
Calling or responding to a customer's call utilizes a simple tool, available throughout the app. Service Advisors, Managers, Cashiers
DEPARTMENTS CATEGORY
All Communications

 

 

HOW-TO STEPS

1.  You can launch a call from anywhere you see the  phone icon  PHONE_ICON.png.

 

CALL_1.png

2. The Call Contact pop-up will appear. If you chose the phone icon from within a sub-tab where a specific contact is already selected (for example, from with an appointments pop-up), your contact will already be pre-selected.

CALL_2.png

3.  Look up the customer if necessary and then click the green call button.

4.  As myKaarma places the call to the customer, you will receive a call as well, connecting you and the customer through myKaarma and keeping private your personal phone number

All calls, emails and texts within myKaarma  are recorded in the customer's history and preserved for seven years.

 

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If you have any questions or need further assistance, please contact myKaarma Support:

(562) 349-1367

support@mykaarma.com

Have more questions? Submit a request

2 Comments

  • Avatar
    Ruben

    phone calls are not coming in, and showing in phone call box

  • Avatar
    Alysia

    MY PHONE CALLS ARE NOT ENDING, IT SHOWS THAT THE PHONE IS STILL RINGING ON KAARMA. IT WILL ALSO SAY I CANT MAKE OUTGOING CALLS IF ONE IS ALREADY HAPPENING. I CAN BY PASS.

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