Call Intake

OMD Call Intake is used to create customer tasks and allows them to be planned immediately afterwards. OMD Go offers the Option Request assistent, listing the best appointment options for the task you have just created.

• Select "all areas" if you want customers from all areas to choose from.
• Select a customer from the customer list or search by part of the customer name.
• If the customer is not yet available in the system, press the plus button to create a new customer record. After the customer is persisted, a task can be created immediately and scheduled to your needs.
• The fields (e.g. address, telephone number, etc.) are automatically filled based on the data stored in the customer record. If the address is correctly geocoded, it will be displayed in green at the bottom of the screen.
• Mandatory input fields are marked in red.
• Fill in the remaining, optional fields as not required.
• Confirm your entry with the Confirm button in the top right.
• The appointment suggestion assistant then shows you the best options for this appointment, taking all conditions into account.

You can now select and confirm an appointment proposal. The task is scheduled directly for the time and for the employee. If you cancel the appointment suggestion function, the task is saved as an unplanned task and can be planned later on.