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Call Reports

Customers & Vendors

A call report records activity detail for the customer or vendor contact. The activity may be anything and is defined in the system setup. Typical activities are phone calls, meetings, email and direct mail. Depending on your business, you may have many more or maybe less.

To enter or view existing call reports, first locate the customer or vendor record using the search box. From there, right click/CTRL-click the record for which you wish to view or add a call report and choose the "View Call Reports" option as shown below.



Once selected, the call report window will appear:

{View of Working Report List COMING SOON}


Viewing/Modifying an Existing Report

To add a new call report, select the New Call Report button in the upper right of the window. Next, select a contact for which the call took place. If the contact is not listed, first close this window and add a contact.

Once you locate the contact in question, select the button option "Use Contact" which will appear under the contact detail as shown below.



Selecting "Use Contact" displays the call report window. Enter the call report details following the fields detail. As shown, the call report collects a type, quote, subject and full detail. The field requirements may be extended by modifying the call report entry screen.



NOTE: the Quote field must match a valid quote number in the system. When present, it is linked from the view call report window for quick access.

This process is identical for customers and vendors and customers.


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