Usage:  

 

Navigation

    My Calls in the main menu located on the left side of CPM. Select the call, then right click and Print all Calls for this Customer

 

Print all Calls for this Customer navigation

 

 

 

The Call Note Summary report will display:

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

 

See Also:

How to create a call