How to use the Call Manager option.

1. Click on Sales
2. Click on Call Manager
3. In the call manager daybook you are able to view calls by Today, This Week, This Month and you are also able to search for calls.

4. The call manager is defaulted to just show active calls for customers. You are given the following options:
    Include Completed When ticked the call manager will show completed calls.
    Show Support Calls When ticked the call manager will show calls that are unassigned to any internal contact.
    Show Notes When ticked the call manager will show call notes.
    Customers If selected the call manager will only show Customer Calls
    Leads If selected the call manager will only show Leads Calls
    All If selected all calls will be shown in the call manager
5.    Process Call This will popup the call currently highlighted and then move down to highlight the next call.
6. Click on New Call to add a call

Enter the name or code of the trader you wish to call and return.

On the call pop up page you are able to set modify many sections so to identify what the call is about. This includes as followed:
1.     Subject From the selection you are able to pick the subject of the call. (Subjects are editable from the main Call Manager Daybook)
2. Reason From the selection you are able to pick what the reason for the call is about. (Reasons are editable from the main Call Manager Daybook)
3.     Status From the selection are able to select the status of the call. (Statuses are editable from the main Call Manager Daybook)
4. Contact From the selection you are able to select the traders contact for the call.
5.     Assigned From the selection this is the internal user who the call is assigned to.
6.     Priority Into this field you would set the priority of the call. (0 being low)
7.     Prevent Popup When ticked the call wont popup.
8.     Title Into this field you would set a title for the call.
9. Call Notes Into this field you would input any call details.
10. Target Closure Date Into this field you would select a date when you would believe the call to be dealt with by.
11. Call Due Into this field you would set the date and time that you want the call to popup at. (Please note that the time defaults to midnight)

Within the Call Screen there are numerous buttons, they are as followed:
12. Quote This allows you to create a sales quote for the trader.
13. View Order This allows you to view current orders for the trader.
14. Add Order This allows you to create an order for the trader.
15. Called (Reschedule) This will close the current call and create a new on in its place. The old call will be placed in the Traders call history
16. Close Call This will close the current call
17. Update Call This will update the current call with any details that have been changed.

18. Both the Called (Reschedule) and Update Call options work in co-ordination with the call options Tomorrow, Next Week, Next Month and Specify. Selecting one of these when updating the call will affect the call due date.