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Master Record Entries for the software

These are the Entries that are required before you start with any transactions of the software.

Transaction Entries for the software

These entries are marked to record the actual business transactions like Product Sale, Job Card Entry etc.

Reports

These consist the final output provided by the Software for analysis, record keeping, Invoicing etc.

Company Details:

The Company name and address has to be entered here in exactly the same manner as desired to be seen on the Reports headers.

Client Record:

Complete Details of the Client along with their Current Status (e.g. ‘Prospective Buyer’, ‘Interested’ etc.) as well as category under which they come (See point 3 below for details on categories)

List of Callers:

There may be more than one calling agent/attendant in an organization using this software. So there names can be pre-defined to facilitate associating of clients, categories and calls with their respective Calling Agent/Attendants

Categories:

Here the categories are defined for grouping of Clients. Clients can be categorized based on the focus of the Mktg., e.g. in a Financial Services Organization, the clients can be categorized as ‘Clients for Home Loans’, ‘Clients for Car Loans’ etc.

Definitions:

The various phrases that are to be used repeatedly throughout the software for Marking Call/Client Entries are defined here as:

»	Reasons for Calls: For e.g. ‘General Mktg.’, ‘Follow up for letters sent’ etc.
»	Outcomes/Results of Calls: For e.g. ‘Failure’, ’Interested’ etc.
»	Customer Statuses: For e.g. ‘On Hold’, ‘Prospective Buyer’, ‘Old Client’ etc.

Mark Due Calls:

Calls that are due are marked through this screen w.t.f fields:

»	Client Name/Code
»	Reason for Call: The reason for call. It can be selected from the list or it may be created here itself and added to the Master List of Reasons.
»	Caller Name: Name of the Call Attendant/Agent.
»	Due date/time of Call: The Date/Time when the Call has to be made.
»	Remarks: Any other Information that has to be provided to the Call Agent/Attendant for Special Consideration may be Entered here

Mark Call Status:

After making a call, the Agent can mark the Call Status details through this form for later assessment. The Call Status Details include the following fields

»	Client Name/Code
»	Reason for Call: The reason for call. It can be selected from the list or it may be created here itself and added to the Master List of Reasons.
»	Caller Name: Name of the Call Attendant/Agent.
»	Date/time of Call: The Date/Time when the Call was placed
»	Result/Outcome: The result of the Call. It can be selected from the list or it may be created here itself and added to the Master List of Results/Outcomes.
»	Remarks: Any other Information that has to be provided by the Call Agent/Attendant for Special Consideration may be Entered here for later reference
»	Next Call on: If as a result of the call a new call has to be scheduled for the same client, a shortcut is provided to mark Next Due Call from here.

Open Call Register:

All the due calls for the current period are accessible from this screen, sorted acc. to due date/time. When this option is accessed a list of all the Call Agents/Attendants is displayed, from which the user can select the Call Agents/Attendants whose calls he/she wants to handle in the current session.

In the Due Calls Register, the due calls for the above selected callers is shown. On Selecting and Double Clicking (or hitting <ENTER> key) the selected Due Calls Details get visible along with:

»	The Client’s Name/Code
»	Name of Contact person
»	Phone No(s) and Fax No(s)
»	Customer Status For e.g. ‘Prospective Buyer’ (can be changed from here itself)
»	Name of the Associated Caller
»	Reason of calling: For e.g. ‘Mktg. For Car Loans’
»	Remarks: Special Consideration for the Due Call (For e.g. ‘Ask the Income Details and Documents’)
»	Customer Status
»	Result/Outcome of the Call: The result/outcome of the call has to be recorded here.
»	Remarks: Any other remarks that may have to be Saved along with this Call for later assessment.
As soon as the Call Response is marked and saved, the next call is automatically displayed from the queue.

Calls Status Report:

Report showing Details of Response received from Calls can be seen for Calls handled:

»	Between two dates
»	By a specific Call Agent/Attendant

Due Calls Report:

Report showing calls that are Due currently.

Client List:

List of Clients that can be seen:

»	Category Wise
»	Status Wise

Defintions Reports:

List of definitions for Master Entries for:

»	List of callers
»	List of reasons of Calls
»	List of Call results/outcomes
»	List of Client Statuses
»	List of Client Categories

1.	Search Client Record:
Utility to Search Client’s Record acc. to Client Name/Code, Contact Person, Address and Phone No.
2.	Database backup Facility