The Order Taker Call List is a useful tool for your order entry staff to keep track of their daily calls to customers. To globally control how many days a customer stays on the Order Taker Call list use the Call list days option.

 

The Customer File Routes tab is where you designate the days and assign an Order taker to make the calls. Now  that the customer has been scheduled for calls they will appear on the Order taker's call list in the entrée invoicing system.The days of the week scheduled for the call will trigger the Call list days counter for this option if a number entered here.

 

Setting the Call List Days Options

Use the arrows to set the value for the number of days a customer will stay on the Order taker's call list. The day counter starts the day the customer appears on the call list.

 

 

Get more information about the Order Taker Call List feature in Invoicing.