From the Customer Calling Queue, you can use the Log Call feature to enter details about a customer phone call you made, or to schedule your next follow-up phone call. You can use this same feature to specify that a customer receives a reminder postcard.
To schedule a follow-up phone call:
From the Orders > Queues menu, select Customer Calling Queue to display the Customer Calling Queue window.
Select orders and locate the order for which you want to schedule a follow-up phone call.
Select the order, and then from the File menu, select Log Call.
In the Next Call field, enter the date on which you want this order to once again display in the Customer Calling Queue.
In the Comments field, type comments about a call you have made or other comments you want to remember in the future.
Save your changes and exit the window. Use these steps to schedule other follow-up phone calls, as needed.
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