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".
The admin has to setup the "Use Call List" option to allow the sales person to see it.
To activate this option follow the steps below:
Go to Setup > Users to see the user's list. Go under the actions column and click on edit to activate the Use call listoption to any user you want.
2. Click on the Options tab, check the Use call list option and save.
The sales person can also setup the customer's "Days of Service" by going to "Home> Dashboard", check up the Top ten Customers widget, select the customer you would like to set the option for, then click on the Days of service tab and select the carrier for each day.
3. Once the days of service option is set up, the sales person can automatically view the customer's call list on Order Entry> Add Order.
4. On the "Call list for Today" screen, the sales person can select the day and check the customer when is contacted.
