How do I filter a phone call schedule by created sales orders or called contacts?

Overview

When you have reached a contact from your phone call list and finished the call, you can mark the contact as called in order to better keep track of which calls still need to be made.

You can also note down if a call results in a customer order and jump directly from the phone call schedule into sales order recording.

By means of the filtering function you can quickly gain an overview of the calls that have yet to be made.

Requirements

• Create an automatic phone call schedule.

Steps

Filter the phone call schedule

Open “Phone Call Schedule” from the menu and use the filter to find specific entries in the phone call schedule more quickly. Besides the usual search items, you can also filter the schedules by:

• entries with and without sales orders, as well as by
• entries with called contacts and calls yet to be made.

Option	Checkbox
Click once on the checkbox to activate it and search for entries with created sales orders or called contacts.
Click on it a second time to search for entries without sales orders or with calls yet to be made.
Click on (clear) on the right-hand side of the activated checkbox to deactivate it.

Example