Change status on the call list [AX 2012]

Updated: February 2, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the following steps to change the status of a call list or targets of the call list.

  1. Click Sales and marketing > Common > Telemarketing > Call distributions.

  2. Select the call list that you want to work with.

  3. Select the contact person for whom you want to change the status.

  4. Click Functions, and then select the new status.

    NoteNote

    If you cancel the call, you are prompted to select a reason for the cancellation.

The following table lists the changes that are possible for each original status.

Status

Call back

Closed

Canceled

Open

Yes

Yes

Yes

Call back

No

Yes

Yes

Closed

No

No

No

Canceled

Yes

Yes

No

Yes – The status can be changed to the new value.

No – The status cannot be changed to the new value.

NoteNote

Depending on the settings in the Sales and marketing parameters form, you can create activities for the employee who is responsible for a call list when you change the status of a target of the call list.

  1. Click Sales and marketing > Common > Telemarketing > Call distributions.

  2. Select the call list that you want to work with.

  3. On the Targets FastTab, select the target for which you want to change the status.

  4. Select the new status.

    You can change the status to Open, Call back, Closed, or Canceled. To change the status on a call list to Open, you must change the status of a target of the call list.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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