Print Selected Call

Usage:

V12 - Print Calls - navigation 1

Print call navigation

Navigation

You may Print a call in numerous ways:

•From the Customer record:

o If the call has a Pending status you may select it from the Pending Calls section of the main Customer form, and then click Print Selected Call.

o You may select the call from the 3. Calls and Notes tab of the Customer form, and then click on Print Selected Call.

o You may select the call from the 3. Calls and Notes tab of the Customer form, then right click on it and select Print this Call.

•You can also print a call from the My Calls menu, located on the left menu of DLCPM. Select the call, then click Print Selected Call.

V12 - Print Calls - navigation 2

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, as well as creation and completion dates

•Customer Info such as ID, name and phone.

•Case Info will display if there is a case associated with the call record. Otherwise, the message "Call is not related to a Case" will display.

•Call notes.