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This screen sometimes works a bit like a wizard and will operate in different ways depending upon the mode.
The Resolution Required checkbox is used to show that the history item requires a resolution.
When the list is shown outside the context of a customer/prospect then...
Customer : Show a clickable customer column
Prospect : Show a clickable prospect column
The screen is usually called without telling it what type of customer history is about to be recorded. In this case the user will see a bank of buttons, one for each history type. Click one of these buttons to go to the next stage.
The next screen allows you to enter data for the customer history. Click Create Communication Entry to record the history.
Creating a Chaser.
The chaser is for a particular job and is navigated to from the job screen. The first screen shown is a list of any existing chasers (customer history or tasks) for that particular job. If the user still wants to create a chaser then the Make A New Chaser button should be clicked and this will take you to the screen where the chaser can be defined.
When a chaser is resolved, the originator is sent a task (unless the reolver is the originator).
When a chaser is resolved, any tasks which are related to the history item and which are not yet 'completed' will be set to 'completed'.
Sending the History Item as a Task
When you create a new task you will see a section near the bottom of the screen which allows you to send a task to any of the following...
1) Account Manager
2) Depot Manager
3) Someone Else
The list of account managers comes from the account managers who are assigned to the supplier's arrangement.
The list of depot managers comes from the depot managers who are assigned to the supplier's arrangement's depot.
The 'someone else' is a list of all staff members.
To send this task, you much tick the checkbox and select the person to whom you'd like to send the task. They will then receive a task with details about the supplier history item which you are creating.
Resolving a History Item
Some history items will be marked as requiring a resolution. Depending upon the mode...
These items can sometimes be resolved using the Resolvea hr button and for this action a text note is required.
Otherwise, the history item can be opened where the item can be resolved.