Dental Lab Customer & Production Management

Follow-up call

Follow-up call

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Follow-up call

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Usage:

This option for Follow-up call allows you to automatically create a follow up call and assign it to the appropriate department. Users may use this option when an employee is required to call back  a customer because of missing information or to follow up with a first time customer.  

 

Prerequisites:  

Before creating a Follow-up Call please make sure users have configured the set-up options for calls according to your needs.

The following topic describes the available options for call settings:

➢File > Global Settings > Global > Calls. On this form the fields that are mandatory on call creation are set.

Also please make sure you have already added the necessary prerequisites to the database such as:

➢Department -> Path: File > Global Settings > Global >  Products & Tasks Lists  >Departments

➢Call Type -> Path: File > Global Settings > CRM Lists > Calls >Types

➢Description -> Path: File > Global Settings > CRM Lists > Calls >Descriptions

➢Status  -> Path: File > Global Settings > CRM Lists > Calls > Status

 

Navigation: There are several navigation paths to create follow up calls . Please read this topic for more details.

Customer > 3.Calls and Notes > New Call > Follow-up Call option

 

V12 - Follow-up Calls - Navigation 4

New Follow-up Call navigation

 

Note: To access Call form and create or update a Call please see details in this topic.

 

hmtoggle_arrow1Create a Follow-up Call

➢Following navigation path, open Phone Call and Notes form.

V12 - Follow-up Calls - Navigation 4

Create Follow up call when creating a call

.

To create the Follow Up Call:

1.Open call for edit and select second tab: Options  

2.On Follow Up section check the option: Reschedule this Call

3.Set the Due Date and Due Time.

4.Set Reminder by checking the box next to the option and selecting when to notify the user by ePop prior to the due date.

5.Second option: Create a new Follow-up Call on Completion is available only when the call is set to complete. This way the existing call will be completed and a new follow-up call will be created.

6.If this option is changed and the call is saved the Follow-Up Information form appears.

V12 - Follow-up Calls - Form when Completing call

Follow-up information on call completion

7.Enter:

➢Call Type

➢Description is already populated, but you may enter any text.

➢Set Due Date in a specific number of Days, Weeks or Months, or on a specific date and time.

➢Set Reminder by checking the box next to the option and selecting when to notify the user by ePop prior to the due date.

➢Assign This Call to an User and/or a Department.

8. Click V9 - OK to save the new call.

 

See also:

How to create a Case

How to create a Call