The Contact Tracking stand-alone screen can be used to manage their personal workload, or to search for all records with a particular topic and learn how prevalent a request is, or how other staff members resolved a type of situation. The functionality on this screen is identical to the Contact Tracking screen in CRM360®, with the exception of the new "View Related" link on the Contact Tracking screen. For more information on this link, please see Viewing Related Contact Tracking Records.
Additionally, from this screen, you can create a contact tracking record for an anonymous caller. For more information, please see Creating a Contact Tracking Record for an Anonymous Constituent in CRM360.
To search for contact tracking records:
1. From
the Personify toolbar, select CRM/Orders
> Contact Tracking.
Additionally, from the toolbar at the bottom of the Personify application,
if you have any overdue, due today, or future contact tracking records
assigned to you, click the appropriate button to open the Contact Tracking
search screen pre-filtered to those records.
The Contact Tracking search screen displays, as shown below.
2. Select
the appropriate search parameters.
Please note that "Person Contacted" is a text box, not a drop-down,
because the person contacted may have been manually entered on the contact
tracking record if a Personify constituent did not exist.
By default, the "Exclude Anonymous" checkbox is checked. If you
want to include anonymous records in the search results, uncheck this
checkbox. The "For Constituent" column in the search results
grid will be blank for anonymous records, as shown below.
By default, both parent and follow-up child records will display in the
search results. If you want to search for parents records only,
select "Y" from the Parent Activity drop-down. If you want to
search for follow-up records only,
select "N" from the Parent Activity drop-down.
3. Click
Search.
Records are displayed in descending order by the "For Constituent"
column.
4. Select
the appropriate contact tracking record from the grid and click Select to open the contact tracking
detail page.
For your convenience, a similar CRM360
header displays important information about the constituent, as shown
below. Please note that if you click the Relationships link or Edit Contact
Info link, the appropriate page in CRM360 will open in a new tab.
See Also:
· Accessing Quick Customer Info from a Contact Tracking Record
· Viewing Related Contact Tracking Records