This allows you to view details of previous contact with a customer or
prospect, including a system generated log of
quotes, orders,
call
backs
, appointments
and letters produced on the account, as well as comments
input
by operators.
1. Select Gx CRM on the toolbar.
2. Select Contact Details from the menu.
3. Enter the required account. You can use the quick access lookup or
advanced search to
find an account
if you do not know
the exact account
code.
4. Click on the Previous Calls Tab on the lower left quarter of the screen.
5. Double click a specific comment line to view full details. If the comment is
a system generated log of a sales order being placed or amended, you
can click the View Order button to open the
sales order enquiry.
6. Use the Previous and Next buttons to move through the comments.
7. There is a filter option available to assist you in finding a previous call. Right click the mouse over the Previous Calls grid and select
Apply Filter. The Call Filter window will appear giving you the option to filter by
Date, Comment Category, Contact and Operator. Choose the required filter and select the
Apply Filter button. A reminder message will appear above the Previous Calls tab. To remove the filter, right click the mouse over the Previous Calls grid and select the
Remove Filter option.