Sales Call Inquiry

Program/Screen: CXSLCI/CXSLCIC2

Description:

Use this screen to review a list of sales calls made to a customer and entered in Sales Call Maintenance.

Click a link to advance to that section of the topic.

Navigation
Options
Fields
Function Keys

Navigation

Access this screen by entering 10 next to a customer in the results list from Customer Search. Use the filters at the top of the screen and above the columns to focus the list on sales calls you want to review.

Additional Program Screens

Sales Call Maintenance

Options

Option	Description
1	Select. Enter 1 in the O (Option) field to select the sales call for another program.
5	Display. Enter 5 in the O (Option) field to advance to Sales Call Maintenance and display the call record.

Fields

Customer

Enter or accept the number of the customer for which you want to view sales calls.

Last contact range

Enter or accept the range of dates for which you want to view sales calls.

Region

Enter a region to focus the list of sales calls to that region only.

Type

Enter a sales call type code to focus the list of sales call to that type only.

Office call

Indicate if you want to view sales calls only for ones that were actual office calls.

Customer status

Enter a customer status code to focus the list of sales calls to that status only.

Completed

Indicate whether you want to view completed sales calls only.

Sales Call List

Representative

Displays the number of the sales representative who made the sales call.

Territory Number

Displays the number of the territory entered on the sales call.

Job Number

Displays the job number and sequence associated with the sales call.

Customer Name

Displays the name of the customer on the sales call.

Phone

Displays the customer's phone number.

Follow-up Date

Displays the date for following up on the sales call as entered on the original record.

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.
F5	Refresh. Refresh the screen and remove entered data.
F8	Sort by Date/Region. Toggle the sort on the list between follow-up date and region.
F12	Cancel/Previous. Exit the program or move back a screen.
F17 (Shift + F5)	Top/Bottom. Press F18 to advance directly to the bottom of the list. Press F17 to return to the top of the list.
F18 (Shift + F6)
F19 (Shift + F7)	Print. Print the list of sales calls.
F24 (Shift + F12)	More. Display more available function keys for the program.