Add To Call List Dialog
The Add to Call List popup allows users to add a customer to a call list. Information added using this popup updates the following screens:
The Add to Call List popup is found from the Add to Call List... option in the context menu in the following areas:
[ Sales Summary | Customers ]screen.- Sales Order Statistics popup.
- User: the user the call list is for.
- Keycode: adds the selected keycode to the customer's Key Codes grid.
- Specific Date: the specific date the call is for.
- DOW: day of week to call, for example 1 = Sunday, 2 = Monday etc.
- DOM: day of month to call.
- Alt User: alternate user the call list will be assigned to if the user is marked as unavailable in
[ System Data | Others | Users ]. - Note: free text field allowing the user to enter a call list note that will be displayed in the Repeat Orders Call List Setup grid.