Customer Visit Plugin

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Records>Employee>Records Non-service panel
The Customer Visit Plugin was designed to assist with the tracking, maintaining, and assigning of Customer Visits. Non-Service reasons are any reasons that salespeople or drivers arrived at the customer, but ended up not servicing them. Examples reasons are No Answer or Does Not Need Servicing.

The Customer Visit Plugin added:

  • The Records>Customer>Non-Service Reason menu option that is used tor track and add Non-Service reasons.
  • The Records>Customer>Non-Service Visit menu option where Non-Service visits can be added.
  • The Records>Employee>Records Non-service panel that tracks all the Non-Service visits for the selected Employee.
  • The Records>Customer>Records Non-Service panel that tracks all the Non-Service visits for the selected Customer.

Permissions

There are levels of access available for each individual employee or a specific employee department. The Permissions Panel limits or expands the field of access towards certain functions of eoStar and also creates a level of security.

  • Records>Customers>Non-service visits - Grants access to the Non-Service Visit menu, where users add the reasons why customers were not serviced into the system

How-To Create a New Non-Service Reason

  1. Go to Records>Customer>Non-Service Reason.
  2. Select the command button New.
  3. Specify record number either by selecting the provided number or creating your own.
  4. Enter the name of the reason.
  5. When finished select Save.

How-To Apply A Non-Service Reason to a Visit

Records>Customer>Non-Service Visit
  1. Go to Records>Customer>Non-Service Visit.
  2. To create a new visit, use the drop down arrows to select the customer, non-service reason, visited by, and when visited.
  3. Select the command button Post Visit.
  4. To view previous Non-Service Visits, use the filters to select the information. Additionally, you can view non-service visits from the Employee>Records Non-service panel and the Customer>Records Non-Service panel.

Applying a Non-Service Reason on the Handheld

  1. From the main screen, tap the hyperlink Run Route.
  2. Select the customer off the list on the Run Route screen.
  3. Tap the hyperlink Service and tap Non-Service.
  4. Select the non-service reason and type in any notes.
  5. When finished making changes, tap Use It.