View scheduled callbacks

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • View all scheduled callbacks in a list view and access individual callback records to reschedule or cancel them.

    Vorbereitungen

    Role required: sn_customerservice_agent

    Warum und wann dieser Vorgang ausgeführt wird

    The Scheduled Callbacks list view displays all scheduled callbacks with details such as callback task number, contact or consumer name, callback number, scheduled start time, and reason for the call. Only callbacks with a type as Scheduled and the state as Open are displayed.

    Prozedur

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace..
    2. Select the List icon (List icon to view callback list)
    3. In the Callbacks section, select Scheduled callbacks.
    4. Select a scheduled callback to open the callback task record page.

    Ergebnisse

    You can view all scheduled callbacks and access the callback task record page to reschedule or cancel them.