Next Actions can be configured to perform the following:
Add to Dialer List
Execute Data Menu
Send Email to Contact
Submit a Questionnaire
Below is an explanation of each option.
Do Nothing: When an action is tied to this option, nothing will take place.
Add to Dialer List: adds current contact to a Dialer List. You can specify either a particular static list or the user’s personal list, which acts as a to-do list. If you’d like the call to be added at a specific time interval when the call should be made, check the Specify Future Date / Time box, and the call will only appear then on the list.
Execute Data Menu: allows you to invoke data menus that fetch or write data to your CRM.
Send Email to Contact: you can compose an email template and when the user invokes the action from Ring.io Desktop the app will open the user’s default email client and compose a new email message with the information in the template. Ring.io Desktop relies on the user’s computer default mail handler for mailto: URLs
Open Web Link: Launches the web browser on the user's computer with the pre-configured website address.
Submit Questionnaire: Opens the questionnaire configured in the admin portal.