Use these instructions when logging a call/note via call tracking.  For more information on call tracking, go here.

How to Log a Call Using Call Tracking

1. From the Customer Service ribbon, select Open

2. The Open Call dialog box will appear, complete the following fields:

   Cross-Sell Path	Enter the Upsell Path to identify the call. This will default to whatever was used for the last call logged.
   Reason Code	Use the dropdown to select a reason. Reason Category must be selected first before using the drop down.
   Customer	Enter or search for the customer account number. For more on searching for accounts, go here.
   Communicated by	Enter the method of contact. This will default to whatever was used for the last call logged.

   
   

3. Click OK
4. The call will now open in dual mode 
5. To close the call, scroll to the bottom of the notes side of the screen and click Close Call

6. If necessary, changes can be made to the fields completed during step 2. In addition, complete the following fields:

   Regarding Product	Enter the item number the contact was associated with.
   Respond with	Based on the reason selected, this may be pre-filled for you. Enter the call outcome here. Expand title If the respond wIth reason is the adverse even questionnaire... The Adverse Event questionnaire will appear, fill out the required fields and click Close Call
   Note Text	Enter the details of the contact here.

   
   

7. Click Close Call