How to get to this screen: Click on Schedule, then Courtesy Calls.
The Courtesy Calls screen is used along with the Schedule Board and the Courtesy Calls Board. In this report, comments recorded for the customer on the Courtesy Call board can be viewed, along with links to the original work order.

• The Emp-Code is optional; enter a code if you would like to view customer comments one employee only.
  
• Select the Date Range and click Run Report.

• The WO# link will take you to the original work order for that courtesy call.
  
• To create comments on the courtesy call report, read the following steps:

• To place a schedule record on the Courtesy Call board, go to the Schedule Board.
  

• Click on the schedule record to bring up the Schedule Edit screen.

• Click on the Courtesy Call box to check mark it.Doing this will place this schedule record on the Courtesy Call board.

• Go to the Schedule Board and from the View Type drop down, select Courtesy Calls.

• The schedule record that was selected will appear on this board. To insert a customer's comment, click on the schedule record to bring up the Schedule Edit screen (same as above). Type courtesy call comments in the Comments text box and Save.
  

Back to Schedule