Setup Requirements for Call Tracking

Following are the control maintenance records and additional setup for call tracking.

Control Maintenance Records

Set the following control maintenance records:

• User Defined Call Tracking Notes

• Bypass Header Information For Call Tracking Entry

• Default Status For New Entry In Call Tracking Followup List

• Enable Auto Hours Tracking In Call Tracking System

• Valid Tracker Report Types

• Valid Tracker Severity

• Valid Tracker Types

• Valid User Job Queue Statuses

Additional Setup

In User Maintenance, set up all user defaults for call tracking.

See Also:

Call Tracking Overview