Usage:

Calls created in DLCPM can have different statuses depending on how they are processed. For example when a call is initiated and the user is expecting a reply from whoever the call was placed to the call status will then be 'Waiting for call back'. Several statuses can be created in order to keep track of all calls placed or received.

 

Navigation:   Administrator > Settings  or   V11 - Saveon Home Page > CRM Lists > Calls  > Status

V11 - CRM - Calls - Status

Call Status Maintenance form

 

hmtoggle_arrow1How to add a new Status:

1.Click V11 - new and the New Value(s) form will open.    

2.Enter the new Status name.

3.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update a Status:

1.Select the Status record you wish to update by clicking on it.

2.Click V11 - modify long and the Edit Value(s) form will open.      

3.Enter the new name in Status field. 

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to remove a Status:

1.Select the Status you wish to delete by clicking on it.

2.Click V11 - delete long

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See also:

Call Description Maintenance

Call Types Maintenance