How To: Delete Customer From Telesales Call List

Table Of Contents

Steps
Additional Information
Related Articles
If a customer no longer needs to appear on a telesales call list, you can remove the call list assignment from their customer record. This article explains how to remove a telesales call list entry and save the changes.

Steps

  1. Load the required customer record.
  2. Open the [ Customer | Detail | Other | Delivery Rounds/Call List ] tab.
  3. Press Alt + E or click Edit to enter edit mode.
  4. Select the telesales call list entry you want to remove from the grid.
  5. Click the black cross button to delete the selected call list entry.
  6. Press Ctrl + S or click Save to save the customer record.

Additional Information

  • Removing a telesales call list entry only removes the assignment from the selected customer.
  • Changes are not applied until the customer record has been saved.
  • Check that the correct call list entry is selected before deleting it.

See Also


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