Set up the consultation panel

The consultation panel is designed to facilitate the process of providing consultations to bank clients. Click the button on the side panel to open the consultation panel.
Use the consultation panel to search the client database, select consultation themes, postpone or end the consultation, as well as view additional information about the client, such as previous applications, noteworthy events, and individual offers.
Before you start using the consultation panel, you need to set up the list of blocks, groups, and themes of consultations. You can customize the rules for searching clients by name or phone number, as well as rules for displaying clients' noteworthy events.

Set up consultation blocks and themes

When communicating with the client using the consultation panel, the manager can select consultation themes.
The consultation themes are displayed as buttons grouped by blocks. For example, the Sell block contains themes that are connected with selling bank products. Similar themes can be combined into groups. Groups of themes can be identified by the > character on the right (Fig. 1). Click a theme group to open the list of themes that are combined in the group.

Fig. 1 Displaying themes for conducting a consultation

To set up how the consultation theme blocks and consultation themes are displayed in the consultation panel:

1. Click to open the System Designer.
2. Go to the System setup block → click Lookups.
3. Select the Consultation theme blocks lookup and click Open.
4. Click the Add button to create a new consultation theme block.
5. On the consultation theme block page (Fig. 2):

Fig. 2 Filling out the page of the consultation theme block

1. Enter the name of the consultation block.
2. Select the Show on the consultation panel checkbox.
3. Select the color for the title of the block and its items.
4. Select the Group command in the menu of the Consultation themes detail (Fig. 3).

Fig. 3 Adding a new consultation theme group

7. On the Consultation theme group page, enter the consultation theme name and description. Click Save.
8. On the Consultation themes detail, select the Theme command.
9. Fill out the Consultation theme page:
   1. Enter the name and a description of the consultation theme.
   2. Select a group for the consultation theme in the Theme group field. Leave the field empty to display the consultation theme in the block, rather than in a group.
   3. Select the business process that will launch automatically when a theme is selected during the consultation. You will need to set up business processes for custom consultation themes separately in the Process Designer. 
10. Click Save.
11. Add remaining groups and consultation themes to the block (Fig. 4).

Fig. 4 Example of a complete list of groups and consultation themes

12. Save the consultation theme block
13. Use the same procedure to add the remaining blocks with groups and themes to the consultation panel.

Set up client search conditions

Before starting a consultation, the manager must find the individual for whom the consultation is initiated. You can configure a minimum number of characters that the manager must enter the search fields for the search to work.
To set up search conditions in the consultation panel: 

1. Click to open the System Designer.
2. Click System settings in the System setup block.
3. Select the Minimum number of characters for the Full name field. 
4. Specify the number of characters for the Full name field in the Default value field of the system setting page (Fig. 5).

Fig. 5 Setting up a minimum number of characters for the Name field

5. Click Save.
6. Similarly, enter the default value for the Minimum number of characters for the Phone number field system setting.
7. Click Save.

Set up conditions for displaying noteworthy events

You can set up a display of the noteworthy events of your clients in the consultation panel during the consultation.
To set up the noteworthy events display on the consultation panel:

1. Open the System Designer by clicking .
2. Click System settings in the System setup block.
3. Select the Number of days to show noteworthy event after its occurrence.
4. Enter the number of days, during which noteworthy events of your clients will be displayed in the consultation panel after they have occurred (Fig. 6).

Fig. 6 Setting the default value

5. Click Save.
6. Specify the default value for the Number of days to show noteworthy event before its occurrence system setting.
7. Click Save.

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See also

Create an application

Process an application

Conduct a consultation