Call distributions (form) [AX 2012]

Updated: April 16, 2012

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

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

Use this form to view the list of telephone calls that are assigned to workers.

The following tables provide descriptions for the controls in this form.

Filter

Description

Call list ID

Select the call list to view.

Worker

Select a call list that is assigned to a specific worker.

Show all

Select this check box to display all calls, regardless of status.

To be called

Select this check box to display all calls that have a status of Open or Call back.

Status

Display all calls that have the selected status.

Tab

Description

Overview

View or modify target records that are included in the selected call list. You can enter the status of the call, the name of the contact person, the planned date and time of the call, and the name of the organization with which the contact person is associated.

General

View or modify the active call list target. You can select a reason for the call cancellation, the actual date and time of the call, the name of the worker who made the call, and any activity or questionnaire that is attached to the call list target.

Button

Description

Questionnaire

Open the questionnaire that is assigned to the call list target.

Prospect details

Open the Prospect details form, where you can view information about the selected prospect.

Contact details

Open the Contact details form, where you can view the contacts for the selected call list target.

Functions

Open a menu that contains the following items:

  • Call back – Change the status of the call list target to Call back. You must select a planned date that is between the start date and time and the end date and time for the selected call list.

  • Canceled – Change the status of the call list target to Canceled.

  • Closed – Change the status of the call list target to Closed.

  • Documents – Open the Documents form, where you can view any documents that are related to the call list target.

Generate

Generate a new lead or opportunity record for the selected target.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Inquiry

Open a menu that contains the following items:

  • Activities – Open the Activity details form, where you can view activities for the active call list target.

  • Quotations – Open the Sales quotation form, where you can create a new quotation for the selected active call list target.

  • Mailings – Open the Mailings form, where you can view letters and other communication with the active call list target.

  • Call list statistics – Open the Call list statistics form, where you can view statistics for calls to the active call list target.

  • Transaction log – Open the Transaction log form, where you can view all of the transactions that have been generated for the active call list target.

  • Calls – Open the Calls form, where you can view details of calls to and from the active call list target.

  • Answers – Open the Answers form, where you can view responses from the active call list target to a questionnaire.

NoteNote

If no records are registered on the call list target, the form opens and displays all records, such as activities, quotations, and sales orders.

Field

Description

Status

Enter the status of the call.

Contact for:

Enter the name of the business prospect.

Contact

Enter the contact person for the business prospect.

Planned date/time

Enter the planned date for the call.

Owner

Enter the worker who maintains the call list target.

Responsible

Enter the worker who is responsible for making the call.

Actual date/time

Enter the date on which the call was made.

Actual duration

Enter the length of time that the call lasted.

Contact ID

The identification number for the business prospect contact person.

Call list ID

The call list identification number.

Activity number

The activity number, which is assigned automatically.

Questionnaire

Enter the name of the selected questionnaire.

Answer

View the planned or answered questionnaire.

Campaign ID

Enter the campaign identification number that is related to the call.

Reason canceled

Enter the reason that the call was canceled.


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

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