Dental Lab Customer & Production Management

Call Direction Maintenance

Call Direction Maintenance

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Call Direction Maintenance

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Usage:

This form in master setting is created to maintain Call Direction records. When entering a new Call or Notes for a given Call, a drop down has been added to specify if the call is Outbound or Inbound.

 

Navigation:   File > Global Settings > CRM Lists > Calls > Call Directions

V12 - Calls - Call Directions

Call Direction Maintenance form

 

hmtoggle_arrow1How to add a new Direction:

1.Click V9 - New and the New Call Directions form will open.

2.Enter the new Direction name.

3.Click V9 - OK and the new record will be added.
hmtoggle_arrow1How to update a Direction:

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

2.Click V9 - Modify and the Modify Call Directions form will open.

3.Enter the new name in Direction field. 

4.Click V9 - OK and the changes will be saved.
hmtoggle_arrow1How to remove a Direction:

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

2.Click V9 - Delete

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