User: the user recorded against the Comm.Next Time: the time at which further action is required.Note: the system automatically sets the next action date to the following day, but this can be overridden by the user when the Comm. Next Date: the date on which further action is required this column can then be filtered to show items by date. Using standard responses is useful as the grid can be sorted and items will be grouped together. Note: most users use standard responses such as CB (call back) or quote. Log entry as entered by the user when the record was created. Response: the free text response for the Comm.Description: the free text description of the Comm.Note': this column is hidden by default and can be revealed using Configure Grid from the grid menu. Days: the number of days since the Comm.Company Name: the name of the customer or supplier.URN: the URN of the customer or supplier.Log entry, for example 'Lead', 'Quote', 'Call' or 'Email'. Contact Type: the Contact Type selected by the user when creating the Comm.The comm log information displayed in the grid is as follows: Log entries can be made using the lower grid (see below). The information is then loaded into the lower grid. Log history for this URN can be shown by double-clicking on the the entry in the upper grid. The upper grid is read only and displays the latest entry for the URN displayed. TICKED: the results in the grid will be restricted to supplier Comm.UNTICKED (default): the results in the grid will be restricted to customer Comm.Next action date filter ( / traffic light filter): filters based on the Next Action date selected against the Comm.Log entries for customer's who have been marked as 'Exclude from CRM Log' on their screen. UNTICKED: the filters can work separately, for example if a Contact Type filter is applied, the last entry of this type would be returned whereas normally this would only be returned if this was the most recent contact.Log entry, regardless of whether other filters are applied. TICKED (default): the filters only show the last Comm.Only Display Most Recent Contact checkbox:.PostCode (inv addr) ( / traffic light filter): filters based on the postcode of the customer's invoice address.Note: by default the screen is set to 'Not Email Mgr' so that the screen is not overwhelmed by email entries. : works in conjunction with the Contact Type drop-down.Contact Type ( / traffic light filter): filters based on the Contact Type selected against the Comm.User ( / traffic light filter): filters based on the user that created the Comm.The following filters allow the user to search for Comm. The document will be displayed and not the email. The checkbox options “Only display most recent contact” and the Contact type filter have been changed so that when used in conjunction the entries of type email will not be displayed, instead the previous entry not of type email will be displayed.The entries displayed within the grids can be restricted for different users, see How To: Restrict CRM Entries for Users.entries are created within a customer record, they can be marked as urgent by ticking the 'Highlight' checkbox, thus making them stand out. Items in red have been highlighted by the user that created them.Items that appear in yellow belong to other users.Items that appear in grey belong to the user logged in.The GO button must be pressed to populate the grid.The 'Comm Log' tab consists of the following areas: The screen allows users to view different contact types relevant to either themselves or other users, for example the status of orders they have taken and brief details of contacts they have made with customers or suppliers.
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