My Sales & Service ...
The "My Sales & Service" function allows pulling up of "Service" records or other assigned actions by the individual Employee who is responsible for the action.
Assigning Sales people to customers
Play Movie: s1_Assig.MOV
Call Dates, getting customers into a consistent means of positive contact
Play Movie: s2_Call_.MOV
Work Sheets, paper output for traveling or for reps without computers
Play Movie: s3_WorkS.MOV
Making calls, more calls, more sales, more money
Play Movie: s4_Makin.MOV
Scheduling Calls, assigning dates, actions and times
Play Movie: s5_Sched.MOV
Calls By Action, more ways to find customers
Play Movie: s6_Calls.MOV
There is an option to bring up all "Open", as well as "Completed" records.
To use the "My Sales & Service" feature, follow these steps:
1. Review menu > My Sales & Service ...
2. A screen opens and allows you to choose the desired set of criteria for viewing. The Choose actions for Popup defaults to the user who signed on to CommerceExpert/WebClerk. Another Employee can be chosen from the list.
3. Enter in the time period for the actions in the "Beginning and Ending Date" area.
4. The "Show only Open Actions" box defaults to being activated (X ). If "Open" and "Completed" Service records are desired, de-activate the box.
5. The "Select Period of Due Date" box defaults to being activated (X). If the beginning and ending date are to be ignored, de-activate this box.
6. "Select from files" lets you choose the file or files in which the actions were recorded.
7. Choose a specific action Popup menu lets you choose one particular action to view or report on. If all actions are desired, leave this blank.
8. When all fields are set, click on the "Execute" button. An Output layout opens listing all "Service" and "Action" records with the criteria chosen in the dialog box.
The My Service layout contains the:
"Search" button, to open the "Search Editor".
"Do Set" button, to create a current selection of the type records that is highlighted. For instance, if you have a "Customer" record highlighted (designated by the C in the left hand column) and click on the "Do Set" button, the current selection in the Customer file becomes all the "Customer" records from the list.
You do not see a change in this screen, but if you were to select: File menu > Print QuickReport and chose "Customers", the current selection is from this list. This is helpful in printing "QuickReports".
"Select" and "Omit" buttons serve the same function as the "Show Subset" and "Omit Subset" when viewing an Output screen. If you have a selection of records highlighted from the list and choose "Select" the highlighted records become the new list. If you have a selection of records highlighted from the list and choose "Omit", those records are removed from the list.
"Save" button, which saves the selection being viewed.
"Retrv" button, which retrieves the last save selection.
"Max #" which is the quantity of records to be viewed at one time. It is set up in the "Default" record.
"Records" are the number of records found using the criteria entered.
Calendar and Time Popup displays the Calendar and Time boxes shown below. It can be used to select the "Action Date and Time".
"List of Records" are found using the given criteria. These records are Sorted by date (as shown by the header "Date " being underlined). Records can be Sorted by any of the Headers by simply clicking on the Header. If a more complex Sort is desired click on the Header while holding the "Command" key. This allows more than one field to be used in the Sort.
T = type of record
L = Lead
C = Customer
S = Service
Time = time the action is due
Date = date the action is due
Action = the operation to be performed
Type = the origin of the action
Ref = the Customer or Contact related to the action
Double click on any record to see details of the record.
A "Calendar" automatically displays the month and due date of the highlighted record. If you select a different date, the record with a due date closest to that date is highlighted.
The month and year being viewed can be changed by using the Calendar Popup.
If a new "Service" record is desired, highlight the due date on the calendar, hold the "Option" key down and click. A new "Service" record opens using the selected date as the due date.
If the due date needs to be changed for a record, highlight the record, hold the "Command" (A C) key down and click.
"Information" fields at the bottom of the layout come from the "Customer" record of the highlighted line.
"Save" button used to save any modifications made to the information displayed on the bottom right hand side of the screen. This changes the "Customer" or "Lead" record.
"+ Cust" button to open a blank "Customer" record to enter a new Customer.
"+ Lead" button opens a blank "Lead" record to enter a new "Lead" record.
"Summ'ry" button which initiates the printing of a report summarizing all records in the list.
"Detail" button, initiating the printing of a report for each record in the list.
This "Lead" sheet can be printed in full 8.5 X 11 sheet or a smaller format. If the smaller format is desired, click "Cancel" when the dialog box opens asking if you want "Full Page Lead Sheets".
"Comments" area holds the Comments from a "Customer", "Lead", or "Service" record. You can add to the Comments here, using the date time stamp if desired.
"Order" button is used if you wish to open a new "Order" record for the Customer you have selected.