To groups using the Calls feature:

 
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I'm trying to set up a process for our group, but I'm gettting confused by categories & queues.

I was wondering if anyone experienced with the process might share their set up so I use your learning curve and not recreate the wheel.  We are a medium sized cats-only rescue that works with our municipal shelter.

Right now our queues are:  Adoption inquiry, adoption follow up, spay/neuter assistance, surrender-stray, surrender-owned, and volunteer.  When I go to set up categories, it seems like it should be the same thing.  I may be over complicating this because we only do cats?

Any and all advice is welcome.

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      Kathy,

      Sorry if it's confusing!

      Call Categories are just for your reporting and organization.  I don't believe there's any other tie-ins to Categories.

      Queues are used to assign Calls.  So Queues have members that will receive alerts, etc. and they are responsible for the Call.

      The general idea is that a Category would be somewhat generic for reporting purposes (of course you can use it however you want).  So, you might have a Category of "Trap-Neuter-Return".  Then the Queue would be people that are responsible for the call and it might be broken down a little more, like "TNR - Training".

      I hope that makes sense.

      Richard

      1. Kathy Collins

        Thanks! I'll just repeat the queues as categories. I just thought there might be something I was missing:)

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