Usage:

The Calls for This Customer report lists all calls that correspond to the selected Customer.        

 

Please Note: If the Reports > View Reports on Screen option is checked, then the report will be displayed on screen. Otherwise, you will need to select a printer to print the report from.    

 

Navigation: Customer top toolbar menu > Reports > Calls for this Customer    

Please Note: The Customer toolbar menu will not be available unless the Customer form is selected.

Calls for this Customer navigation

 

1.Select the customer.  

2.Navigate to Customer menu > Reports > Calls for this Customer

3.Fill in the Calls Report. You can customize your report by choosing between several available options on Call Analysis Report Selection form.

Call Analysis Report form

4.Once the information displayed on the report is set click on

5.The report should look like this:

Call analysis report

6.Navigate through left menu options to see details.

Call analysis report

See also:

Other Customer Reports