Print Selected Call

Usage:

V12 - Print Calls - navigation 1

Print call navigation

Navigation

You may Print a call in numerous ways:

•By navigating to the Customer record:

oIf the call has a status that shows Pending then you may select it from the Main form, in the Pending Calls list and then click on Print Selected Call

oOr you may select the call from the 3.Call and Notes form under the Customer screen and then click on Print Selected Call

oOr you may select the call from the 3.Call and Notes form under the Customer screen and then right click on it and click on Print this Call

•Another way you may print a call is by clicking on My Calls in the main menu located on the left side of CPM. Select the call and then click on Print Selected Call

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Print call navigation

The Call Note Summary report will display:

V12 - Print Calls - report

Call Note Summary Report

This Report contains:

•Call status , date, type and description

•Information about the user and creation, completion date

•Customer Info such as ID, name and phone

•Case Info -which is populated only if there is a case number attached to the call record. Otherwise the message: "Call is not related to a Case" will display

•Notes