Q  How do I get rid of Customer Calls Past Due in the Buzz?

The way to get rid of them is to update them. Here is what you do. When you are looking at the Buzz, it will tell you for instance, how many Customer Service Calls Overdue. In the top right corner, you also will see the number of files you have "tagged". If there are files tagged, and you are finished with the tagged list, click the "Clear Tags" button, to bring the tagged files to zero.  Then check the box under the "Tag" column beside the Customer Service Calls Overdue line of the Buzz report. This will tag every customer whose call is overdue and the "file(s) currently tagged" section in the upper right corner should agree with the number of Customer Service Calls Overdue.
 
Now, go into the program and go to the Names - Record Maintenance function. In the lower left corner of the Names screen is a section called Navigate Records. In that section is a menu titled Restrict View To:. Normally this is set to "All Records". Change it to "Tagged Files" and the DCMS will blind itself to all records in your database except those which are tagged, which means, those with Customer Service Calls Overdue. In the Navigate Records section there are four buttons with left and right arrows on them. They move you (from left to right respectively) to the  First,  Previous,  Next and  Last records in the database - or in this case, to those records you have tagged.  Click the left most button to move to the first record. Click on the "Customer" page and you will note that the date of the next call will be older than today.
 
Now you have a choice and it depends on what kind of customer this person is. You could:

• choose to call her and conduct a reorder call. If she buys something, the process of recording the sale will also update her last call to today and forecast her next call to sometime in the future (therefore she will be off the Buzz). If she doesn't buy anything, simply double-click the "Last Contact" field and a calendar will come up. Click the "Today" button and then "OK" and today's date will be noted as the last time you contacted her, and a suitable future date will be calculated for her next call (again, taking her off the Buzz) 
• you can choose to schedule the next call for further in the future, when you have more time to make the calls. Simply double-click the "Next Contact" field and a calendar will come up. Change the date to a more convenient time in the future for her next call (again, taking her off the Buzz) 
• or you can take her off the customer service schedule altogether by opening the Next Contact Type menu and choosing the "Exempt All Calls" option, which then blanks the next call date and takes her off the Buzz.

Back