We are currently updating our site; thank you for your patience.

Sales

Customers - Print Call Report

The Call Report feature allows you to print a Call Report for the selected Customer.

Ribbon Access:   Sales  >   Customers

1. The Customer Listing screen will be displayed.
2. Select the Site where the Customer can be located.
   • The example has Durban selected.
3. Select the Status for the Customer.
   • The example has Active selected.
4. Select the row of the Customer whose Call information you would like to work with.
5. Click on the Call History tile.

6. The Calls for Customer [ ] screen will be displayed.
7. Select the Site and Call Status.
   • The example has Durban selected and the status has been set to New.
8. Click on the row of the Call you wish to print the call report for.
9. Click on Print and select Call Report from the Print Options menu.

10. When you receive the Report Generation message;
    • Do you want to print the call report for call [ ]?
11. Click on Yes to proceed.

12. The Call Report for the Call will be displayed in the Preview window.
13. You can make cosmetic adjustments to the report, as well as Save, Zoom, Add a Watermark, Export or Email.
14. Close the preview screen to return to the Calls for Customer screen.