MKMS Help

Calls

This Help File Page was last Modified on 08/22/2013

Calls

This Help File Page was last Modified on 08/22/2013

Previous topic Next topic  

Calls

This Help File Page was last Modified on 08/22/2013

Previous topic Next topic  
The Calls dialog allows you to enter the time, date, comments and results of an Account related Telephone Call -  both Incoming and Outgoing.
You must define Call Sources before you can use this Calls feature.
This Calls dialog is also available on the Subscriber Information Form's General Quick Access Menu and  the Prospect Information Form's General Menu Quick Access Menu.
When viewing a Subscribers Form, Prospect Form and/or Vendors Form, Pressing Alt+C will also open the Calls Form.
The Calls Form consists of two main areas:
1.Call History List - Lists each previously entered Call record (shown on the left side of the Form).
2.Call Detail Entry - Provides the fields to define the caller (Initiated By), purpose (Source), Call Type and current status (Call Status), calculate the time  required (Call Duration) and enter notes (Call Info) relating to the Call.
Click the Calls Icon at the top of the Vendor Information Form to open the Calls dialog

HelpFilesCallsAP

 

See this Calls chapter for more information about how to use the features on this Calls Form.