Phone
Log - Enter Phone Calls
Program/Screen: RALOGI/RALOGE20
Description:
Use this option to enter or review calls received from customers requesting service calls, deliveries, pickups, or equipment exchanges.
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Navigation
Enter the details of the phone call with the customer. Press F9 to enter a rental reservation for the customer. Press F10 to create a pickup ticket for the customer. To review a list of all phone calls for the entered customer, press F11. A list of all phone calls for that customer is displayed, and you can select specific calls to change, delete, display, print, or close.
Unique Phone Log Screens
Phone Log - Enter Phone Calls
Phone Log - Work with Phone Calls
Additional Program Screens
Create Rental Reservation/Quote
Fields
Displays the date that the phone call record is being created.
Displays the time that the phone call record is being created.
Enter the name of the person with whom you spoke at the customer location.
(Optional) Enter the number of the customer with whom you had the phone call. If you do not know the number, you can press F4 to search for it, or you can enter the customer name.
If you do not know the customer number, you can enter the customer name to pull up the appropriate record.
Enter or accept the phone number used for the call.
If applicable, enter the number of the equipment discussed during the call. If you do not know the number, press F4 to search for it.
If you entered an equipment number, the category and class for that equipment are populated. If you did not enter an equipment number, you can enter the category that was discussed during the call.
If you entered an equipment number, the category and class for that equipment are populated. If you did not enter an equipment number, you can enter the class that was discussed during the call.
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(Optional) Enter the location of the job that was discussed during the call. If you do not know the number, press F4 to go to the Customer Job Selection screen and select the appropriate job.
Enter the date for which the customer would like their request fulfilled.
If applicable, enter the number of days for which the customer is renting the equipment under discussion.
If applicable, enter the number of the pickup ticket that was discussed during the call.
Enter text to describe the details of the phone call.
Indicate if it is necessary to call the customer back to follow up on this call.
Indicate if this call was about a lost rental opportunity.
Enter the code that represents the type of call that was made. Call types are user-defined and setup in the Default Codes program in Cross Application Maintenance.
Function Keys
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Function Key |
Description |
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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. |
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F3 |
Exit. Exit the page or program. |
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F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
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F9 |
Reserve. Advance to the Create Rental Reservation/Quote program. If the customer you are working with requires a job number for their transactions, you are first taken to the Customer Job Selection screen. |
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F10 |
Pickup. Advance to the Create Pickup Ticket program. |
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F11 |
Work with Phone Calls. Advance to the Phone Log - Work with Phone Calls screen. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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