Customer Information - Contact History

General Information

This screen tab contains a selectable list of the mail and phone contacts for the customer. Every time a customer is sent a notice, a catalog, or is called or scheduled to be called using the optional Telemarketing Module, a contact entry is added to this list.

See Also

Customer Information

How to Use the Screen

You may select a contact record from the list to view and/or edit it in the Customer Contact screen by double clicking with your mouse or by pressing the ENTER key. When you SAVE the contact after viewing, M.O.M. returns to the contact history list.

The list may be sorted using any column heading either in ascending or descending sequence. Click on the column heading to change the sort sequence.

Column Headings

DATE - the date the contact was made, or is scheduled to be made in the case of a telemarketing call.

BY - the user ID who made or is scheduled to make the contact.

WHO - the name of the person to or with whom the contact was made.

WHAT - describes the type of contact.

• CALL - for a telemarketing call

• LETTER REQ. - for a customer notice request that is requested in the Contact Entry screen or printed for a list with the Generate Notices for Defined List function of the List Management Module.

• E-MAIL REQ. - for a customer notice request that is e-mailed in the Contact Entry screen or e-mailed for a list with the Generate Notices for Defined List function of the List Management Module.

• FAX REQ. - for a customer notice request that is faxed in the Contact Entry screen or faxed for a list with the Generate Notices for Defined List function of the List Management Module.

• CATALOG REQ. - for a mailing label request for a catalog in the Contact Entry screen, or for a catalog contact entry created using the Create Catalog Entries for Defined List function of the List Management Module.

STATUS - in the case of a call, this indicates whether the call has been made (DONE) or is scheduled (CALL, or CALL NOW). In the case of a letter request or catalog request, the field indicates whether the letter or label has been printed or e-mailed/faxed (SENT) or has not yet been printed (SEND).

DESCRIPTION - in the case of a call, this is the first line of the call log. In the case of a letter request or catalog label request, this describes what was sent.

SOURCE - the source key for the contact.

Filter the List

ONLY DISPLAY CONTACTS WITH THE

TYPE OF: Filter the list by a contact type described above.

STATUS OF:Filter the list by a contact status described above.

CONTACTED BY: Enter a User ID to filter the list to those contacts generated by the specified user.

CONTACTS DATED: Enter a date range to view a list of contacts that have been made within the range.

Select Process to apply the filters, Reset to clear your selections.