Call list ID

Select a Call listto display the selected targets.

Employee

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

Show all

Select whether to display all calls, regardless of status.

To be called

Select this check box to display all calls with the Openor Call backstatus.

Status

Display all calls with the selected Status.

Overview

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.

General

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.

Call

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

Questionnaire

Start the Questionnairethat is assigned to the call list.

Business relations

Open the Business relationsform for the business relation of the active call list target.

Contacts

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

Functions

• Change the status of the call list target to Call back.

• Change the status of the call list target to Canceled.

• Change the status of the call list target to Closed.

• Open the Documentsform.

Inquiry

• Open the Activity Detailsform for the active call list target.

• Open the Sales quotationform for the active call list target.

• Open the Mailingsform for the active call list target.

• Open the Call list statisticsform for the active call list target.

• Open the Transaction logform for the active call list target.

• Open the Callsform for the active call list target.

• Open the Answersform for the active call list target.

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).

Status

Enter the status of the call.

Address book ID

Enter the business relation account number.

Contact ID

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

Call list ID

Enter the call list that is used for telemarketing.

Responsible employee

Enter the employee responsible for making the call.

Planned date time

Enter the planned date for the call.

Actual date time

Enter the date the call was made.

Actual Duration

Enter the length in time of the call.

Executed by

Enter the employee who makes the call.

Activity number

View the activity number.

Questionnaire

Enter the name of the selected questionnaire.

Answer

Identify a planned or answered questionnaire.

Campaign ID

Enter the campaign ID that is related to the call.

Reason canceled

Enter the reason that the call was canceled.