Call Tracking Entry Menu Options

Function

If the currently displayed tracker was spawned from another tracker, displays the original tracker.

Prints comments for the tracker from the selected printer.

At the Select Append Type prompt, select which types of appends to print.

Define the paper type and printer source along with the page orientation and margins.

Faxes the tracker to the recipients you indicate in the Fax Memo window.

At the Select Append Type prompt, select which types of appends to fax.

Displays the Email Tracker window, where you can e-mail the tracker to the indicated recipient. Do one of the following:

• In the Enter Email Address field, the system enters the e-mail address of the contact associated with the tracker. Edit the recipient's address, as needed.

• In the Select Email Options field, select one of the following:

• Send Tracker - Sends a copy of the tracker in the e-mail. This is the default.

• Memo - Sends an e-mail message you enter.

• If you selected Send Tracker in the Select Email Options field, select which type of appends to e-mail in the Select Append Type field. The default is All.

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

Select a contact or New to create a new contact.

Displays the maintenance log associated with this tracker.

Displays internal notes attached to the tracker.

Edit the append on which the cursor is placed.

Displays the Keywords window, where you can add keywords to the tracker. By default the system includes the first line of the original comment in this window.

You can enter additional keywords on this screen to assist you in searching for this tracker using the Search function.

Displays an attachment or inquiry option associated with the tracker.

If more than one attachment exists, a list of attachments displays from which you can select. Attachments are identified by a customer, vendor, part, transaction, schedule, or tracker number.

If the currently displayed tracker was spawned from another tracker, the system lists the parent tracker as one of the attachments.

Displays the Job Tracking Search window, where you can enter search criteria for finding a tracker comment.

Displays the Comments section of the Call Tracking Entry window.

Displays the Forward List section of the Call Tracking Entry window.

Sorts the appended messages on the Call Tracking Entry window. Select to sort appends either By Ascend Date or By Descend Date.

The system remembers your choice and displays appends accordingly. Regardless of your choice, the system always lists the original comment as the first append.

Select to view the following types of appends:

• All - Displays to all users on the forward list and who view the tracker.

• Internal - Displays only to internal users.

• External - Displays to internal and external users.

• Secure - Display only to the users to which the append is sent.

• Release Notes - Added as a standard append and to the Release Notes field.

• All-Note Secure - Displays to all users on the tracker but in secure mode.

At the prompt, edit the number of spaces to assign to the Tab size. Click OK once you have set a new Tab size.

Indicates whether to keep the images on the local machine or to discard once they are attached to the tracker.

See Attaching Images to Eclipse Records.

View only the images.

Use to edit attached images.

See Document Imaging Overview.

Use to define view preferences for attached images.

See Document Imaging Overview.

Use to take a screen shot of the current window.

You can attach the screen shot to the tracker by entering the tracker ID at the prompt.

See Document Imaging Overview.