Add a Call
Step 1
Add a new call and complete the fields as described below.
Step 2
Associate one or many product numbers to the call. Form is prompted based on processing options setup.
Step 3
This form allows you to create and update new tasks to be executed by an internal address book employee. Tasks can be assigned a status and task type along with a brief description of the task to be completed. Each field is discussed below.
Maintenance Form
| Name | Explanation |
|---|---|
| Call Number | Unique next number assigned to call |
| Customer | The Address Book Customer Number or SmarterCommerce Consumer Number call is related to. |
| Call Type | A user defined code (59/MT) that identifies the origin and purpose of call. |
| Contact Person | Address Book Customer Contact or SmarterCommerce Consumer Contact call is placed by. |
| Call Subject | General description regarding call, subject entered cannot exceed 100 characters. |
| Call UDCs | One of five user defined classification codes that a user can assign to the call header for grouping purposes. |
| Call Flag Fields | One of five user defined Y/N flag fields that can be utilized to define any On or Off representation. |
| Call User Dates | One of four user defined dates that a user can assign to the call header for purposes of tracking. |
| Related Call Number | Relates current call to a previously recorded call number in the call management database. |
Task Detail
| Name | Explanation |
|---|---|
| Task ID | Unique next number assigned to task. |
| Task Assigned To | The Employee Address Book Number to which the task has been assigned to for completion. |
| Status | A code to indicate the status of a task. Task status is a user defined code (59/MS) table. |
| Type | A user defined code (59/MY) that identifies the origin and purpose of task to be completed. |
| Task Subject | General description regarding task to be completed, subject entered cannot exceed 100 characters. |