Sales Call Maintenance - Comment Inquiry

Program/Screen: CXSCCM/CXSCCMC1

Description:

Use this screen to review existing comments or to enter new comments for a sales call.

 

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Navigation

Access this screen by pressing F17 (Shift + F5) from the Sales Call Maintenance program.  Use the options at the top of the screen to work with existing comments.  Press F6 to add a new comment.

 

Unique Sales Call Maintenance Screens

Sales Call Maintenance - Launch

Sales Call Maintenance

Comment Inquiry

Comment Maintenance

 

Options

Option

Description

1

Select.  Enter 1 in the O (Option) field to advance to Sales Call Comment Maintenance for that comment record.

2

Change.  Enter 2 in the O (Option) field to advance to Sales Call Comment Maintenance where you can modify that comment record..

5

Display.  Enter 5 in the O (Option) field to advance to Sales Call Comment Maintenance and view that comment record only.

 

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Fields

Customer

Displays the name of the customer for which you are reviewing 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.

 

Date

Displays the date the sale call comment was entered.

 

User

Displays the user name for the person who entered the comments.

 

Type

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

 

Follow-up

Displays the date to follow-up on the sales call comments.

 

Comment

Displays 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.

F6

Add New Comment.  Advance to Sales Call Comment Maintenance where you can add a new sales call comment record.

F11

Fold/Unfold.  Display a second line of detail for each comment record.

F12

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

 

 

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