In addition to manually monitoring the Customer Calling Queue for sales orders that need attention, you can also automate your use of the Customer Calling Queue using the Order In Calling Queueactivity trigger. Using this activity trigger allows you to automatically send a message, or a copy of a sales document, to a customer whose order has been sent to the Customer Calling Queue. You identify customers for whom you want to use this feature on a customer-by-customer basis in Customer Maintenance. You also identify the specify types of orders for which the activity trigger applies.
To automate Customer Calling Queue followup:
Display a customer record in Customer Maintenance.
From the Additional menu, select Activity Trigger to display the Activity Trigger Maintenance window.
In the Trigger Description column, type Order In Calling Queue and press Enter.
In the Activity Description column, press F10 and select any of the following actions:
E-mail Sales Doc - Sends the customer a copy of the sales document when one of their orders displays in the Customer Calling Queue.
E-mail Message - Sends the customer an email when one of their orders displays in the Customer Calling Queue.
E-mail Sales Doc HTML - Sends the customer an HTML version of the sales document when one of their orders displays in the Customer Calling Queue.
Fax Sales Doc - Faxes the customer a copy of the sales document when one of their orders displays in the Customer Calling Queue.
From the File menu, select Trigger Properties to display the Calling Queue Notification Trigger window.
Enter field information, as needed, to designate the types of orders that you want the activity trigger to apply to. For example, you could designate that only orders with a specific writer or salesperson be affected. Save your changes and exit the Calling Queue Notification Trigger window to return to the Activity Trigger Maintenance window.
From the File menu, select Activity Properties to set properties for the activity you selected in the Activity Description column. For example, if you specified that the customer receives an email message, you must enter the email address and subject line, along with any other details you want to include.
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