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Use this form to maintain and use call lists.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Filters

Filter

Description

Select a to display the selected targets.

Display calls that are assigned to a given . To display all call list targets for all employees, leave this field empty.

Select whether to display all calls, regardless of status.

Select this check box to display all calls with the or status.

Display all calls with the selected .

Tabs

Tab

Description

View or edit all the targets in the selected call list, noting the status of the call, the name of the contact person, the planned date and time of the call, and the name of the business relation with whom the contact person is associated.

View or edit the active call list target, noting a reason for the call cancellation, the actual date and time of the call, which employee made the call, and any activity or questionnaire that is attached to the call list target.

Buttons

Button

Description

Call the active call list target if the Telephony Application Programming Interface (TAPI) integration has been set up for the Microsoft Dynamics AX client.

Start the that is assigned to the call list.

Open the form for the business relation of the active call list target.

Open the form for the business relation of the active call list target.

  • Change the status of the call list target to .

  • Change the status of the call list target to .

  • Change the status of the call list target to .

  • Open the form.

  • Open the form for the active call list target.

  • Open the form for the active call list target.

  • Open the form for the active call list target.

  • Open the form for the active call list target.

  • Open the form for the active call list target.

  • Open the form for the active call list target.

  • Open the form for the active call list target.

Note Note

If no records are registered on the call list target, the form opens and displays all records (for example activities, quotations, and sales orders).


Fields

Field

Description

Enter the status of the call.

Enter the business relation account number.

Enter the contact person for the customer you want to contact.

Enter the call list that is used for telemarketing.

Enter the employee responsible for making the call.

Enter the planned date for the call.

Enter the date the call was made.

Enter the length in time of the call.

Enter the employee who makes the call.

View the activity number.

Enter the name of the selected questionnaire.

Identify a planned or answered questionnaire.

Enter the campaign ID that is related to the call.

Enter the reason that the call was canceled.