Creating Trackers

Use the Call Tracking Entry screen to create new trackers. Depending on how you access the Call Tracking screen, you can create a tracker for a user, a customer, or a vendor.

When you create trackers, you can define the business area the tracker affects, such as accounting, a security level that determines who can access the tracker, and the expected date by which the tracker should be resolved.

After you create a tracker, append your comments, forward it to other users who need to work on it, and monitor its progress. Manage the tracker, as needed, until it is resolved.

The tracker heading contains the following information used for tracking the work request:

Entity to whom the tracker is assigned and contact person.
Category, work area, and sub area assigned to the work request.
Source of the work request, such as e-mail, telephone, or in-person.
Priority for the work request.
Personnel responsible for next action and final action.
Expected completion and delivery dates.
Security levels and statuses to determine who can view the tracker.

To create a tracker:

Display the Call Tracking Entry screen in one of the following ways:

From the System menu, select User Activity Log Entry to store the tracker in the designated user's activity log.
From the A/R menu, select Customer Activity Log Entry to store the tracker in the designated customer's activity log.
From the A/P menu, select Vendor Activity Log Entry to store the tracker in the designated vendor's activity log.

Note: You can also create a tracker from a displayed transaction, copy a tracker, and spawn a tracker.

In the ID field, enter the user or entity name to whom you are assigning the tracker.

The system displays the Call Tracking Select screen with the word "New" displayed in the Type field.

Press Enter to start the new tracker.

The system assigns a tracker ID, displays the Call Tracking Entry screen, and populates the following fields:

Field	Description
Cust ID	The internal ID for the entity or user to which the tracker is assigned.
TZ	The time zone of the entity's or user's location.
Entered	The date and time the tracker was created, along with the user ID of the person who created the tracker.
Customer	The entity or user name associated with the tracker.

Complete the header information fields, as needed.

In the All Comments field, enter the initial tracker comment.

In the first line of the comment, use keywords that define the tracker. When the system lists trackers in synopsis mode, the keywords help users identify the tracker contents.

Use the Forward hot key to forward the tracker to other users.
Use the remaining hot keys, as needed.
Press Esc to save your changes and exit the tracker.