The system can keep a record of phone calls you enter for each existing Buy-Here/Pay-Here account.
To enter and view the phone log, you must first display the call log history listing.
Once the listing is displayed, you may add and delete phone calls by using the +Add Call and -Delete Call buttons.
Adding A Call Entry
To add an entry to the call log, click the +Add Call button. A new line will be added to the call log history listing.
➢Enter information into each section of the new entry line. The system will fill in the date for you with today's date, but you may override or change this date.
➢Enter the name of the staff person making or receiving the call.
➢When you click in the box, a drop-down arrow will appear.
➢You may use the drop-down box to select a name from a list. This list comes from the names of the salespersons entered into the Staff Maintenance window.
➢Enter the description/notes for the call. The call will be automatically saved to the database.
Deleting A Call Entry
If you need to delete a call log entry, click on that entry's line in the call listing and click the -Delete Call button. The call will be permanently deleted from the database.