In addition to creating trackers, you can use the Call Tracking Entry window 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 windows.
To open a tracker:
Display the Call Tracking Search window in one of the following ways:
From the System menu, select User Activity Log Entry.
From the System menu, select Activity Log Indexing.
From the A/R menu, select Customer Activity Log Entry.
From the A/P menu, select Vendor Activity Log Entry.
To locate a tracker assigned to a designated user, customer, or vendor, enter the name in the corresponding field.
You can also click the list button in this field to display a quick access list of your most recently accessed trackers.
In the Type field, select one of the following options to define the types of trackers to search.
Show All Trackers - The system searches all trackers that contain the keyword, contact ID, or entity ID that you enter in the Search String field.
Open Trackers - The system searches all open trackers that contain the keyword, contact ID, or entity ID that you enter in the Search String field.
Closed Trackers - The system searches all closed trackers that contain the keyword, contact ID, or entity ID that you enter in the Search String field.
Internal Open Trackers - The system searches all trackers open internally but closed externally that contain the keyword, contact ID, or entity ID that you enter in the Search String field. It also disregards closed trackers and trackers that are both internally and externally open.
In the Search String field, enter one of the following:
A word or phrase in the keyword list of the tracker for which you are searching.
A contact's ID assigned to the tracker for which you are searching.
An entity's ID assigned to the tracker for which you are searching.
Note: Click the Show Advanced button, if needed, to display the User Job Queue Selection Criteria window, where you can enter additional search criteria.
Click the Search button to begin the search.
The system displays a list of all trackers containing the search criteria.
Select the tracker you want to view.
The system displays the tracker in the Call Tracking Entry window.
See Also: