Call Tracking Entry Hot Keys

Use the hot keys on the Call Tracking Entry screen to perform the following functions:

Hot Key

Function

View

Displays a selection list of records, transactions, or other trackers identified in the tracker comments, which you can display in view-only mode.

If the current tracker was spawned from another tracker, the system highlights the View hot key in red and lists the tracker from which it was spawned in the list of view options.

Edit

Displays a selection list of records, transactions, or other trackers identified in the tracker comments, which you can display in edit mode.

Log

Displays the Maintenance Log Viewing screen, where you can view the maintenance log entries associated with the tracker.

Find Str

Displays the Job Tracking Search screen, where you can search for text strings within the tracker.

Forward

Displays the forward screen, where you can forward this tracker to other users.

New Append

Displays the Append Message screen, where you can append a comment to the tracker.

Edit Append

Displays the Append Message screen, where you can edit the append on which the cursor is positioned.

Print

Prompts you to print or fax a copy of the tracker, or send an e-mail message. Select one of the following options:

  • Default Printer – By default, the system sends all the appended comments to the printer. To print the tracker with only one appended comment type, press F10 at the Show Appends field and select a type.

  • Fax System – By default, the system only includes External appended comments in the fax. To fax the tracker with another type or with all of the appended comments, press F10 at the Show Appends field and select ALL or another type.

  • E-mail  message – At the prompt, select the entity's contact to whom to send the e-mail. The system then prompts you to select whether to send a memo or a copy of the tracker. If you send the tracker, the system prompts you to select which appends to copy into the e-mail. The default is External. The system then displays the Send E-mail screen with the selected data.

Copy

Displays the Tracking Log Copy screen, where you can copy or move the current tracker.

Hours

Displays the Tracking Hours screen, where you can view or log the hours you have worked on the tracker.

Sort

Prompts you to change the sort order of the appended comments that follow the original comment in one of the following ways:

  • Asnd Date – Lists appends by ascending date, starting with the oldest append.

  • Dsnd Date – Lists appends by descending date, starting with the most recent append.

Show Append Types

Prompts you to change the append types displayed in the Comment section to one of the following:

  • All – Displays all appends, but not the content of secure appends.

  • Internal – Displays only internal appends.

  • External – Displays only external appends.

  • Secure – Displays only secure appends.

  • Release Notes – Displays only release notes.

  • All-Note Secure – Displays all appends, including the content of secure appends.

Close

Closes the tracker.

Notes

Displays the Notes screen, from which you can select the type of internal note to add to the tracker.

Keys

Displays the Keywords screen, where you can add keywords to the tracker.

By default the system includes the first line of the original comment in this screen.

You can enter additional keywords on this screen to assist you in searching for this tracker using the Find hot key.

Contacts

Displays the Contacts screen, which lists the contacts associated with the entity to which the tracker is assigned.

Select a contact or New to create a new contact. The system displays the Contact Maintenance screen for that contact.

Inq

Displays a selection list from which you can access the following screens associated with the current tracker:

Sum Hrs

Displays the Summary Hours screen, where you can view the total hours all users have spent working on the tracker.

Spawn

Displays the Spawned Trackers screen, where you can spawn a tracker and, if the hot key is highlighted in red, also view other trackers spawned from the current tracker.