Related topics
In this file you enter the details of the contact plan. These details will be retrieved to the generated call plan.
Options
Selection fields
- Code
- Displays the contact plan code.
- Handler
- Displays the handler or role responsible for the contact.
- Period type
- Displays the period type and description denoting the frequency in which this contact plan should be included in the call plan generation.
- Day
- Displays the day in the defined period that the call plan entry should be created for this contact plan.
- Time
- This column lists the time in the defined period that the contact should be made.
- Customer
- This column lists the customers that should be contacted for this contact plan.
- Contact person
- This column lists the contact person for the customers in this contact plan.
- Telephone number
- This column lists the telephone numbers of the customers in this contact plan.
- T
- This column denotes if internal text has been entered for the contact plan.
Work with contact plan details (DIR10804)
On this panel you enter the details of the contact plan.
- Code
- Displays the contact plan code.
- Handler
- Displays the handler or role responsible for the contact.
- Period type
- Displays the period type and description denoting the frequency in which this contact plan should be included in the call plan generation.
- Day
- Displays the day in the defined period that the call plan entry should be created for this contact plan.
- Time
- Enter the time in the defined period that the contact should be made.
- Customer
- Enter the customer that should be contacted for this contact plan. If you click OK, the Client type (retrieved from the customer), Contact person (i.e. customer order contact) and Telephone number (retrieved from the combination of Contact and Client type) is retrieved.
- Client type
- Enter the type of contact that should be made.
- Contact person
- Enter the contact person for this customer in this contact plan.
- Telephone number
- Enter the telephone number of the customer in this contact plan.
- Order source
- The field is only displayed if the ORDSRACT (Order source active) function is activated in the Function control file. Enter the code from Work with order sources denoting the source from which sales orders are created. This code is defaulted to the call plan generation.
- Text
- Optionally enter text to provide more instructions for the handler/role responsible for the call plan that will be generated for this contact plan.
Work with contact plan details, Copy (DIR10805)
- Code
- Displays the contact plan code(s) you selected to copy.
- Handler
- Displays the handler or role responsible for the contact in the contact plan you selected to copy.
- Period type
- Displays the period type and description denoting the frequency in which this contact plan should be included in the call plan generation in the contact plan you selected to copy.
- Day
- Displays the day in the defined period that the call plan entry should be created for this contact plan in the contact plan you selected to copy.
- Time
- Enter the time in the defined period that the contact should be made.
- Customer
- Enter the customer that should be contacted for this contact plan.
- Client type
- Enter the type of contact that should be made.
- Contact person
- Enter the contact person for this customer in this contact plan.
- Telephone number
- Enter the telephone number of the customer in this contact plan.
- Order source
- The field is only displayed if the ORDSRACT (Order source active) function is activated in the Function control file. Enter the code from Work with order sources denoting the source from which sales orders are created. This code is defaulted to the call plan generation.
- Text
- Optionally enter text to provide more instructions for the handler/role responsible for the call plan that will be generated for this contact plan.