Opening Trackers

In addition to creating trackers, you can use the Call Tracking Entry screen to open existing trackers.

If you open a tracker that another user is editing, the system displays the tracker for you in view-only mode with a message identifying the user who has the tracker locked. If you open a tracker that you are already editing, the system displays a reminder that you already have the tracker open for editing and gives you the option to display the tracker in view-only mode.

Note: You can also open trackers from the User Job Queue Viewing and Activity Log Viewing screens.

To open a tracker from the Call Tracking Entry screen:

Display the Call Tracking Entry screen in one of the following ways:
From the System menu, select User Activity Log Entry to open a tracker in the designated user's activity log.
From the A/R menu, select Customer Activity Log Entry to open a tracker in the designated customer's activity log.
From the A/P menu, select Vendor Activity Log Entry to open a tracker in the designated vendor's activity log.

In the ID field, do one of the following:

Enter a tracker ID, such as BBW571.

Press F10 to display a quick access list of trackers you have recently viewed and select a tracker from the list.

Enter a keyword preceded by a forward slash (/) to display a list of trackers containing that keyword and select a tracker from the list.
Enter all or part of the user ID, customer name, or vendor name to which the tracker is assigned.

Note: If you display the screen for customer trackers, enter a customer name; if you enter a vendor name, the system will not find the vendor. This guideline also applies to vendor and user names.

The system displays the Call Tracking Select screen.

Complete the following fields, press Enter to display a list of trackers that match your search criteria, and select a tracker from the list.

Field

Description

Type

Press F10 and select one of the following options:

New – Creates a new tracker for the designated entity.
Open Trackers – Displays only open trackers for the entity.
Internal Open Trackers – Displays only trackers open internally but closed externally.
Closed Trackers – Displays only closed trackers for the entity.
Show All Trackers – Displays all trackers for the entity regardless of open or closed status.

Word String

Enter a word or phrase in the keyword list of the tracker for which you are searching. This field is optional.

The system displays the selected tracker.