Use the Call Tracking Entry window to create new trackers. Depending upon how you access the Call Tracking window, you can create a tracker for a user, a customer, or a vendor.
When you create trackers, you can define the business area the tracker affects, such as accounting, the security level to protect who can access the tracker, and the expected date by which the tracker should be resolved.
After you create a tracker, append your comments, forward it to other users who need to work on it, and monitor its progress. Manage the tracker, as needed, until it the issue that it is recording is resolved.
The tracker heading contains the following information used for tracking the work request:
Entity to whom the tracker is assigned and contact person.
Category, work area, and sub area assigned to the work request.
Source of the work request, such as e-mail, telephone, or in-person.
Priority for the work request.
Personnel responsible for next action and final action.
Expected completion and delivery dates.
Security levels and statuses to determine who can view the tracker.
To create a tracker:
Display the Call Tracking Entry window in one of the following ways:
From the System menu, select User Activity Log Entry to store the tracker in the designated user's activity log.
From the A/R menu, select Customer Activity Log Entry to store the tracker in the designated customer's activity log.
From the A/P menu, select Vendor Activity Log Entry to store the tracker in the designated vendor's activity log.
In the Call Tracking Search window, enter the user, customer, or vendor name and click New.
The Call Tracking Entry window displays, with the user or entity name in the User/Customer/Vendor field.
Note: From any Call Tracking Entry window, you can create a new tracker by selecting the File > New menu option. You can also create a tracker from a displayed transaction, copy a tracker, and spawn a tracker.
The system assigns a tracker ID and displays the Call Tracking Entry window. The window shows the ID and name of the ID of the user creating the tracker.
Complete the header information fields, as needed.
On the Comments tab, enter the initial tracker comment. In the first line of the comment, use keywords that define the tracker. When the system lists trackers in synopsis mode, the keywords help users identify the tracker contents.
Select the forward tab and add users to the forward list, as needed.
Use the remaining menu options, as needed.
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