Customer Follow Up
Accounts Receivable Menu -> Customer
Information -> Follow Up
Customer Contact Menu -> Customer
Contact Information -> Follow Up
Counter Menu -> Counter Worksheet
Details / Contract Details / Reservations -> Summary
and Totals -> Customer Follow Up
Order Entry Menu -> Sales Order
Details / Sales Order Invoice Details
-> Summary and Totals -> Customer Follow Up
System Maintenance Menu -> Configure System Settings -> Automatic Job Scheduling -> Function
CMFE02 -> emails Customer Follow Up
Follow up comments and notes can be stored for each customer by
date to trigger timely email reminders to the Salesman and/or
Division contact, as defined in Customer
Contact Information.
Comments can be flagged to automatically generate an email
message to the Salesman or Division contact on the appointed follow
up date.
This requires the cronjob CMFE02 to be setup to run daily from
Automatic Job Scheduling.
Note: Comment records can also be generate automatically for
customers matching a specific Profile Class/Code using the utility
System Assigned Follow Up and CMSF10 in
Automatic Job Scheduling.
These comment records are set to the Division contact in the
Email To field.
Existing comments for follow up for this customer are
displayed.
The relevant Customer number and Phone number display, and the
comment information includes the following fields:
-
- CUSTOMER NUMBER
- The relevant customer number and name are displayed.
PHONE NUMBER
- The customer's primary telephone number is displayed.
Follow Up Comment Details:
-
- DATE
- Accept today's date, or enter the appropriate date.
DIV
- Accept the operator default division as setup in Operators, or enter the desired division or select
one from the drop-down list.
COMMENT
- Enter a relevant note or comment.
These are reflected in View Follow Up
Activity by Division or Salesman.
e.g. Call to schedule appointment after 1:00PM today.
FOLLOW UP BY
- Enter the date that follow up activity is recommended.
This date can only be changed on an existing record, if the
Activity Summary code in the window is F for Follow Up.
STATUS
- Assign one of the following status codes to each comment
record:
- C for Complete to close a follow up activity
record and prevent further email
-
F for Follow Up later and to generate email
reminders.
The Follow Up By date is reflected in the Next Contact
Date field of Customer Contact
Information for this customer.
-
I for Incomplete to continue generating email
reminders.
-
L for Lost to terminate a follow up record and
prevent further email
VALUE
- If relevant, enter a dollar amount cost for the follow up.
This value can be used in the selection filter on the By Follow
Up tab in the Selection Criteria
utility.
Expanded Record:
- Click EXP/CON or press <F9> to expand the
Follow Up activity record to access the following fields:
- SALESMAN
- Accept the default salesman as assigned to this document or to
the customer in Customer Information, or
enter the correct salesman to do the follow up, or select one from
the drop-down list.
EMAIL TO
- An automatic email reminder referencing View Follow Up Activity, can be generated on the
follow up date for customer comments flagged as F (Follow Up) or I
(Incomplete), if CMFE02 is setup to run daily from Automatic Job Scheduling.
Select one of the following options from the drop-down list:
- B for Salesman and Division to generate an email
to both the Division contact and the Salesman on the follow up
date.
- D for Division to notify the division contact as
setup in Follow Up Auto Email.
- S for Salesman to notify the salesman assigned to
this comment. An email address must be setup for the salesman in
Salesman Codes.
OPERATOR
- The sign in division and operator code are automatically linked
to the comment record for audit purposes.
Finished?
- Click ACCEPT to accept the information.
Topic Keyword: CMHP01