The purpose of the Wrapup is to ensure that a call result is recorded for every call. The function is optional and can be turned on or off and configured in the Area Setup.

If you want to put the Wrapup on the screen as a Panel, click here for details.

If it is not a fixed panel, the following window appears after clicking on either Save or Save & Next buttons in the Account Details screen. If it is a fixed panel it will appear on the screen as default.

Select the Time and Next Date for a call back or appointment.

Click into the date field to use a simple popup calendar:

Click the

button to use the detailed diary calendar for Appointments.

To clear the nextdate click into the field to show the calendar and click the word Clear.

Tick the box

to flag the Account as a priority call. Use the Filter on the Account List to select Accounts with the Must flag set.

Tick the box

to set the date/time as an Alarm.

The Response is the call result. Using responses is optional, if you prefer you can just use Statuses, if you do not setup any Responses then the drop down will not be displayed. In the Area Setup you can set whether to show the Status drop down as well as the Response drop down. Click here for setup information.

The Status on the wrapup should be set to be the new Status of the account. This is optional (setting in Area Setup) and can be set automatically from the Response.

The Owner should be set to be the new Owner of the account. This is optional and can be set automatically from the Status (which could have been set automatically by the selected Response).

The Sales Person dropdown is optional and can be added using the option in the Wrapup section in Area Setup.

The Product or Product Group selection is optional and again the setting is in the Database Area Setup.

Up to 10 Additional Fields can be included on the Wrapup screen, configured from the Menu option, Setup > Field Selection > History Additional Fields (you need to create the fields in Account Additional fields first so they can appear in the drop downs). By default the fields are plain text, but can be a drop down, checkboxes or date types. To change the field type, add the field to an Additional Tab with the configuration you want to use, the field will not show on the tab, but will be shown on the Wrapup with the desired configuration. Please click here for step by step instructions on this.

Type comments about the call in the Comments text box. The amount of text that can be typed in is unlimited.

Click the

button to do a spell check on the typed text. This option is turned on or off in the Area setup.

When a call has been made use the

button to save all the Account Details and log the call in the Contact history.

If you have not made a call but need to save changes to the Account Details use the

button.

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