Search Again: Re: Scheduling Call Backs From: Shawn Hogan Date: Monday, June 3, 2002 Time: 3:55:30 pm Ray Hatch wrote: > Follow this scenario. I'm making collections call's. A customer promises to > pay on a certain date. I want to schedule a day to call that back. I would > have to go out of the customer screen, into the planner screen, find that > customer and schedule a call back. Can we make this easier? Just setup your planner to check the planner when you login (under My Stuff -> Preferences). Also, why not just use the Grace Date for the customer and have the system shut off their service if they don't make a payment on time? - Shawn ------------------------------- Shawn D. Hogan President, Digital Point Solutions http://www.digitalpoint.com (858) 452-3696 --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Scheduling Call Backs by Ray Hatch on Jun 3, 2002 at 11:18:25 am Re: Scheduling Call Backs by Shawn Hogan on Jun 3, 2002 at 2:32:07 pm Re: Scheduling Call Backs by Ray Hatch on Jun 3, 2002 at 3:14:47 pm Re: Scheduling Call Backs by Shawn Hogan on Jun 3, 2002 at 3:55:30 pm