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Overview


Excerpt

This option will allow the user to see the customer call list day by day on the selling screen (Order Entry) according to the customer's "Days of Service". 

Any person with an administrator role will be able to set this option for the Sales Team so each person will see it on the selling screen.


Call list setup

To activate this option follow the steps below:

Ui steps
sizesmall


Ui step

Go to Setup > Users and click on "Company".  Under the "Actions" column click on Edit to view the user options. 

     2.  Click


Ui step

Click on the Options tab, check the 

Use call list

Open Call List option and

save

click on Save.

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Days of service


Ui step

Any sales person is able to set up the customer's "Days of Service" by going to the customer dashboard that he/she want to set this option for. Locate

the

the Days of service tab and select the carrier for each day. 

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Ui step

Once

the

the Days of Service option is set the system will automatically display the "Call list for today" every time the sales person enters to the Order Entry > Add

Order

Order screen.

On


Ui step

 On the "Call list for Today" screen, the salesperson can select the day and check the customer when is contacted.  

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