Selection Screens
Use these selection screens to search for, and select, data for a field:
These screens can be accessed by clicking on the Search
icon next to a field. The screen opens and you can search for an input, or select one from a list.
Select Contact
The search field on the Select Contact screen is:
| Field | Description |
|---|---|
| Search | Allows you to search for a contact by entering a code or description. The system filters the results dynamically as you enter each character. |
The field on the Select Contact screen is:
| Field | Description |
|---|---|
|
Select Contact |
Select a call contact from the list. |
To complete your work on the Select Contact screen click Close.
Select Type
The search field on the Select Type screen is:
| Field | Description |
|---|---|
| Search | Allows you to search for a type by entering a code or description. The system filters the results dynamically as you enter each character. |
The field on the Select Type screen is:
| Field | Description |
|---|---|
| Select Type |
Select a call type from the list. Valid call type codes are loaded on the Types screen accessed at Configuration > CRM > Calls > Types. |
To complete your work on the Select Type screen click Close.
Select Results
The search field on the Select Results screen is:
| Field | Description |
|---|---|
| Search | Allows you to search for a result by entering a code or description. The system filters the results dynamically as you enter each character. |
The field on the Select Results screen is:
| Field | Description |
|---|---|
| Select Result |
Select a call result from the list. Valid call result codes are loaded on the Results screen accessed at Configuration > CRM > Calls > Results. |
To complete your work on the Select Results screen click Close.
Select Reason
The search field on the Select Reason screen is:
| Field | Description |
|---|---|
| Search | Allows you to search for a reason depending on the selection screen you are currently on by entering a code or description. The system filters the results dynamically as you enter each character. |
The field on the Select Reason screen is:
| Field | Description |
|---|---|
| Select Reason |
Select a call reason from the list. Valid call reason codes are loaded on the Reasons screen at Configuration > CRM > Calls > Reason. |
To complete your work on the Select Reason screen click Close.
Data Source: PFWTAB
Revision: 2025.06