Function

Description

Edit

Select this function to edit information in the cells. The actual values in the cells can't be edited from this screen, but the information can be copied.

Printing

Select this function for a list of common printing commands such as Print Preview, Printer Settings, and Print.

Export

Select this function to export the selected information in the Summary tab list view to Report Manager or a tab-delimited text file (e.g., Microsoft® Excel). Selecting "Export All to Tab Delimited Text" will export all listed accounts to a tab-delimited file.

Auto Resize

Selecting this function will automatically resize the columns and rows to meet the width and height of the information.

Find

Select this function to search for specific information in the list view.

Mark Complete

Once the account owner has been contacted and the designated task has been completed for the selected account, right-click the account and select "Mark Complete." When this is selected, the Handled Date is updated with today's date; the Handled By column is updated with the employee's user name who completed the task, and the How Handled column is updated with the words "Mark Complete," as shown below:

Once an account has been marked as completed, it does not appear in the queue again when the queue is generated, unless a follow-up date is indicated (as explained below).

You can also mark the account complete using the Detail tab.

Mail Merge

Use this function to create a mail merge letter to be sent to customers (for example, a birthday message). See the Create a Mail Merge Letter topic for more information.

Set Follow Up

Use this function to enter a date when a follow-up call, e-mail, etc. is required for the selected account. When this function is used, the date of the follow-up is displayed in the How Handled column. The account will reappear in the contact queue on the follow-up date.