| □ | Telephone Calls made to, and received from, Subscribers and Prospects should be documented - in real-time - using the Calls Form. |
| • | The Calls Form allows any User to enter the time, date, comments and results of an Account related Telephone Call - both Incoming and Outgoing. |
| • | As part of the documentation process, the Call's Source or Purpose is identified. |
| • | Some examples of a Call Source are: |
| • | Collections - Call made to further a Collections effort. |
| • | Customer Service Call - Call made to enhance Customer Service. |
| • | Proposal Follow-up Call - Call made to forward the Sales Process. |
| • | Sales Call - Call made to close a Sale. |
| • | Service Call - Call made to create or confirm a Service Call. |
| • | Service Follow-up Call - Call made to confirm the Quality of the Service that was performed. |
| • | Any number of Call Sources may be defined. |
| □ | Entering Call Source information: |
| • | On the Main Menu Select Maintenance and Choose Call Sources. |
Call Sources Form
| • | This Call Sources Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out. |
| • | Navigation Menu - The Navigation Menu is located at the top of the Call Sources Form. |
| • | This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as a Print and Search function. |
| • | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Call Sources Form. |
| • | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Call Sources is accessible by Clicking the Table View tab at the bottom of the Call Sources Form. |
| • | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |
| • | To display a specific Call Source record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter). |
Call Sources Form - with Table View tab Pinned Open
| ▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
| ▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
| • | There are three columns of data in this Call Sources Record Listing: |
| 1) | ID - The record ID assigned by the system when the Call Source entry is originally saved. |
| 2) | Description - The actual explanation for the Call Source. |
| 3) | Call Color - The assigned (digital) color code for this Call Source. |
| • | Each column's Header Name describes the data contained in that column. |
| ▪ | Clicking on a Header Name will set the order in which the Call Sources will be listed. |
| ▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |
| ▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
| • | To define the Call Sources which will be used to identify the reason/purpose of a Call: |
| • | Click the  Icon to start the Call Source entry in the Record Editing section. |
| • | Source ID - This is the system assigned record number which is inserted automatically when the record is initially saved. |
| • | Description - Enter a Description of this Call Source. |
| ▪ | The Description may up to 254 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks. |
| • | Source Color - Use the Drop-Down Selection List to Choose the color for this Call Source. |
Source Colors
| ▪ | As stated above, each Telephone Call documented in the Calls Form is assigned a Call Source. |
| ▪ | When the Calls history is displayed, the text describing the purpose of the call (in a column named Source) is displayed in the color you define here. |
| • | Click the  Icon to record this entry. |
| • | The system will assign an ID. |
| • | Any number of additional Call Sources may be defined. |
| □ | Using the Special Functions on the Navigation Menu at the top of the Call Sources Form: |
| • | Print - Click the Print Icon to View and/or Print a list of the Call Sources. |
| • | Yes - Click the Yes button to View a copy of the report. |
| • | No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File. |
| • | Cancel - Click the Cancel button to close this Print question and return to the Form. |
| • | Search - Click the Search Icon to open the Search Call Sources dialog. |
Search dialog
| • | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |
