Sales Call Maintenance - Comment Maintenance

Program/Screen: CXSCCM/CXSCCM20

Description:

Use this screen to enter comments for a sales call.

 

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Navigation

Access this screen by pressing F6 from the Sales Call Maintenance - Comment Inquiry screen.  Enter sales call comments, and then press Enter to return to the Comment Inquiry screen.

 

Unique Sales Call Maintenance Screens

Sales Call Maintenance - Launch

Sales Call Maintenance

Comment Inquiry

Comment Maintenance

 

Additional Program Screens

Marketing Contact Inquiry

 

Fields

Sales Call Number

Displays the number of the sales call to which you are adding comments.  If you are in the process of creating a new sales call, this field may be blank.

 

Sequence Number

Displays the sequence number of the comment within the sales call record.

 

Record Number

Displays the number assigned to the comment record.

 

Contact

Enter the name of the contact associated with the comment.  If you want to enter a contact for an existing customer, press F10 to access Marketing Contact Inquiry where you can search for a contact by customer name or number.

 

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Customer

Displays the name of the customer for which you are entering sales call comments.  If you are creating a sales call for a company that is not yet a customer in your system, this field may be blank.

 

Phone Number

Displays the company's phone number.

 

User

Displays the user name for the person who is entering the comments.

 

Follow-up Date/Time

Enter the date and time to follow-up on these sales call comments.

 

Type

Enter a code to indicate the type of contacts associated with these sales call comments.

 

Comments

Enter the text of the sales call comment.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F3

Exit.  Exit the page or program.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F10

Retrieve Contacts.  Advance to the Marketing Contact Inquiry program to retrieve a contact to associate with the comment.

F12

Cancel/Previous.  Exit the program or move back a screen.

 

 

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