CUSTOMER LIST BY DATE

The call dates in a customer file, if used according to SkilMatch standards, reflect dates on which you are scheduled to follow-up with a customer. This option produces a report named AP702, listing customers. Customers are selected for the report based on the dates appearing in the last call dates and next call dates from the customer file.

There are two sets of call dates, Last call 1 and 2, and Next call 1 and 2. Your organization should establish guidelines as to the use of each date.

Examples:

Last Call Date #1 might be reserved for the use of your sales staff to record the LAST time this customer was called on for sales purposes.

Next Call Date #1 might be reserved for the use of your sales staff to record the NEXT time this customer should be called on for sales purposes.

Last Call Date #2 might be reserved for the use of your collections staff and actually used as a NEXT call date to record the NEXT time this customer should be called on for collection purposes.

Next Call Date #2 might be reserved for the use of your branch office staff to record the NEXT time this customer should be mailed an ‘Evaluation of Services’ form.

You may select the company, branch office, sales territory or CSR, date range of the last call date or next call date, selected activity comments and the number of copies to print.

You will receive a report sorted first by SR or CSR in cuscode sequence that includes the cuscode, the customer names 1 and 2, the first contact name and telephone number, the last call date and the next call date for each customer, and the location zip code that is selected for the report.

To begin, from any Library, select the Search library. The screen will display:

At the top of the screen, select . The screen will display:

Select the [Customer Reports] menu. The screen will display:

Select [Customer list by date]. The screen will display:

Company:

The system defaults to 01. If you wish to select a different company, key the desired company number, but you must have the authority to access the requested company.

Branch:

Key the branch office of the customers you wish to print,

OR

Click the to display a list of valid codes from which you may select a code,

OR

To print for ALL branch offices, leave this area blank.

Sales territory:

Key the sales territory of the customers you wish to print,

OR

Click the to display a list of valid codes from which you may select a code,

OR

To print for ALL sales codes, key ALL.

OR

CSR code:

Key the customer service rep of the customers you wish to print,

OR

Click the to display a list of valid codes from which you may select a code,

OR

To print for ALL customer service reps, key ALL.

‘Last’ call ‘Next’ call:

If you wish to select by the LAST call date, select ‘LAST’. A black dot will display next to your choice.

OR

If you wish to select by the NEXT call date, select ‘NEXT’. A black dot will display next to your choice.

1 Or 2:

Since each customer has two sets of call dates, select the desired set of dates.

Select 1, and a black dot will display by your choice.

OR

Select 2, and a black dot will display by your choice.

Date range:

Key the range of dates you wish to include in your report,

OR

Select dates by clicking the button (prompt and select button) to the right of dates throughout SkilMatch2. The button will display a calendar from which you may click on a date to select, and then click [OK] to key the date.

If you wish to include ALL customers, use a beginning date of 000000 and ending date of 999999.

OR

If you wish to see customers with call dates for ONE specific day, key that date as both the beginning and ending dates.

Number of copies:

The system defaults to one copy, but you may select to print up to 99 copies.

Sort by location zip code:

If you would like the customers to be sorted in zip code order (using the LOCATION zip code, not the BILLING ADDRESS zip code), click once to display the checkmark.

OR

To sort in customer code order, rather than zip code order, leave this area blank.

Print comment type:

If you would like to include customer activity comments on this report, you have multiple choices:

1) Leave the box blank to NOT include comments,

2) Key a specific comment type or select a comment type by clicking the button (prompt and select button) to the right,

3) If you have multiple comment types that share the same first letter (forming a comment group), key the first letter of the comment type and a question mark (wild card). Example: if all sales type comments start with the letter S, then key S? as the comment type.

Comment date range:

Key the range of dates you wish to include in your report.

Select dates by clicking the button (prompt and select button) to the right of dates throughout SkilMatch2. The button will display a calendar from which you may click on a date to select, and then click [OK] to key the date.

If you wish to process this report, click [OK].

OR

If you do not wish to process this report, click [Exit].

If you chose to process the report, you will be returned to menu and will receive a break message will display when the report is complete and in your output queue. The screen displays: