How to Print off a Telesales list Report

7 years ago
DatosSupport
1 minute

The telesales list report is a way to view all the telesales calls for an operator for a chosen date

  1. On the operations menu, go to Sales Orders > Tele Sales
  2. In the tele sales entry window click Reports then click Telesale List Report.

  1. At the top of the report menu you will be able to choose how to output your report, either by PDF preview, printer or export.
  2. In the selections you can choose the contact date of the tele sales and the tele sales operator. You can also select a status, this will be the status selected when you have marked a telesales call as No Order.
  3. From Season 24, you can select to display notes on the report. 
    • None – No notes will be displayed
    • Current Note – Will display all current notes
    • Changed Note – Will only display notes that have been edited since their initial entry
  4. When you have chosen your preferences click the print button at the bottom right hand corner of the window.