Dental Lab Customer & Production Management

Calls Status Maintenance

Calls Status Maintenance

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Calls Status Maintenance

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Usage:

Calls created in DLCPM can have different statuses depending on how they are processed. For example, when a call is initiated and the user is expecting a reply from whoever the call was placed to, the call status will then be 'Waiting for call back'. Several statuses can be created in order to keep track of all calls placed or received.

 

Navigation:   File > Global Settings > CRM Lists > Calls > Status

V12 - Calls - Status

Call Status Maintenance form

 

hmtoggle_arrow1How to add a new Status:

1.Click V9 - New and the New Status form will open.

2.Enter the new Status name.

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

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

2.Click V9 - Modify and the Modify Status form will open.

3.Enter the new name in Status field. 

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

1.Select the Status 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