Call Schedule Filter/ Call History Filter

To open the Call Schedule Filter/ Call History Filter window, tap the Filter icon on the Call Scheduling or Call History screens.

The Call Schedule Filter/ Call History Filter window allows you to filter the scheduled calls that are displayed on the Call Scheduling/ Call History screens.

The fields on the Call Schedule Filter/ Call History Filter window are:

Field Description
Customer

Filters the calls by customer number.

Salesperson

Filters the calls by the salesperson assigned to make the call.

Category

Filters the calls by the category assigned to the call.

To apply the selected filters, simply tap the Apply Filter button. The Call Scheduling screen refreshes displaying the new results.