View Follow Up Activity

Follow up activity, as entered in the Follow Up window of Customer Contact Information can be reviewed and modified by cutoff date.
The inquiry can be generated by Salesman selection or by Division, as determined by the Email To flag in each expanded comment record.
Only customers with comments flagged as I (Incomplete) or F (Follow Up) in the Status field of the comment, are included in this inquiry.
Customers that have only comments flagged as L (Lost) or C (Completed) will not be included.

The prompts to view the outstanding follow up activity records by customer are:

CUTOFF

Accept the default date for the cutoff date and to access follow up comments dated in the coming week and earlier, or enter a preferred future cutoff date to check for follow up requirements in advance.

SELECTION METHOD

Select one of the following options responsible for the follow up:

• Click Current Division to view customers with follow up activity records for the Division as determined for the operator in Operators.
  The resulting customer list will include customers with follow up activity records flagged in the expanded comment record to email to D (Division) or B (Both).

• Click By Salesman to view customers with follow up activity records by Salesman.
  Customers with follow up activity records flagged in the expanded comment record to email to S (Salesman) or B (Both) will be included in the resulting customer list.

  SALESMAN

  To select customers by salesman code use one of the following:

  • Type ALL to include all salesman codes in the selection.
  • To include customers for only a single salesman enter the appropriate salesman code or select it from the drop-down box.
  • Type SEL to select multiple salesman codes to be included in the report, in the Salesman Select window.

NAME
The name of the Salesman displays, or if follow up is to be by the operator's default Division, then the Division description is displayed.

Customer Details for Follow Up:
The resulting customer records displayed have met the following criteria:

• The customer has at least one Follow Up comment dated for follow up on the cutoff date or earlier.
• The customer has at least one Follow Up comment flagged as I (Incomplete) or F (Follow Up) in the Status of the comment.
• If the inquiry is by Division, the customer has at least one Follow Up comment set to email by D (Division) or B (Both).
• If the inquiry is by Salesman, the customer has at least one Follow Up comment set to email the S (Salesman) or B (Both).

The inquiry fields are:

CUSTOMER #

The selected customer numbers list.

NAME

The selected customer names list.

VIEW CUSTOMER

A window is provided to access the customer records that can be reviewed and modified as described in Customer Contact Information.

Finished ?

Click ACCEPT to accept and close the windows.

Follow Up Email:
An automatic email reminder referencing VIEW FOLLOW UP ACTIVITY, can be generated on the follow up date to the Salesman or division contact for each customer comment, by setting up CMFE02 to run daily from Automatic Job Scheduling.