Datasheet

Release Notes - New Features included in Release 2.4.0
Page 17 of 89
• The CPLQ (Call Plan Enquiry) transaction is used to view details about the Call Plans
defined, and the Contacts associated with them.
• The CLDQ (Calls Due Enquiry) transaction is used to list the calls that are due to be made,
optionally filtered by Call Plan, Customer, Contact or Sales Representative.
Modified Transactions
The following TROPOS transactions have also been amended by this enhancement:
• The CALL (Log a Call) transaction has been modified such that if a call is logged
referencing a Call Plan the date/time last called, date/time next call due and call again
indicator against the Contact's details are updated.
• The CLXA (Maintain Call Cross-References) transaction has been modified such that if a
call is cross-referenced to a Call Plan the date/time last called, date/time next call due and
call again indicator against the Contact's details are updated.
• The SIAD (Add Sales Order Line) transaction has been modified such that if a sales order
line is added tied to a customer agreement that has been linked to a Call Plan, any Contacts
defined for the customer which are associated with that Call Plan will have their Won/Lost
indicator set to 'W'on.
• The SIDL (Delete Sales Order Line) transaction has been modified such that when the line
being deleted is the only line tied to a customer agreement which is linked to a Call Plan,
any Contact defined for the customer which are associated with that Call Plan which were
previously set to 'W'on will be reset to blank.
• The CTMN (Contact Maintenance), CTDY (Display Contact Details) and CTEQ (Contact
Enquiry) transactions all now redisplay the next call due date/time where the Contact is
associated with one or more Call Plans.
4.2.2.2 Enquiry Enhancements (SR3969)
A number of enquiry transactions have been enhanced to provide more information and/or more
display options.
CAEQ (Customer Search Enquiry) now allows a search for Customers by partial Customer Name.
CTSQ (Contact Search Enquiry) now allows a search for Contacts by partial Customer Name as
well as by Contact Name. This enquiry also now displays the Town Line of Address and Email
address of each Contact returned (where maintained).
CALE (Call Enquiry) now displays the Customer Code as well as the Customer Name and the
Town Line of Address as well as Address Sequence Number. In addition for calls with a status of
"In-progress", the enquiry now also displays the description of the first action which has not been
completed.
CLAY (Call Action Enquiry) now includes an option to display activities in ascending date/time
sequence. In addition this enquiry now allows the user to specify the range of actions (by sequence
number) to be displayed and includes an option to exclude the system-generated assignment
activities from being displayed.