How To: Create a Call List

1. Open a Repeat Orders screen (show me how).
2. Open the [ Call List Setup ] tab.
3. Choose the user the Call List is for from the 'User' drop-down.
4. Press Alt+E or click  to enter edit mode.
5. Press F3 or click  to add a new item.
6. Focus on the newly created line in the grid.
7. Press the  or pressF8.
8. In the popup use the  or press F8 to load the Customer Lookup.
9. Use the filters to locate the required customer.
10. Double click on the customer.
11. Choose the appropriate contact and delivery address from the drop-down menus.
12. Click 'OK'.
13. Enter the correct number in the 'DOW' column to assign the customer to the correct day on the call list, using the information key at the bottom of the screen.
    Notes:

    1. If the customer is to be called on a particular day of the month rather than day of the week, enter the correct number in the 'DOM' column.
    2. To remove the default DOW focus in the field and press the Backspace key.

14. Enter a time for the customer to be called in the 'Time' column.
15. Choose an alternative user to call the customer (if the default user is unavailable) in the 'Alt User' column.
16. Fill in any other relevant columns.
17. Repeat steps 5-16 until all the required customers have been added.
    Note: if the same customer is called on different days of the week, they will need to be added multiple times.
18. Press Ctrl+S or click  to save.

See Also

• Repeat Orders screen