PeachPro sets you free
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PeachPro sets you free
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| RN2 Advanced Customer Notes |
Schedule appointments to keep promises and have detailed customer notes at your fingertips!
An advanced version of Peachtree's Customer Notes, you can view and edit notes while entering invoices and when querying and maintaining customer information. Plus, you can schedule multiple appointments for each customer and can print a listing of your customer appointments and to do activities each day.
When adding or editing a note, two new function keys will be available. They are F5-Appt and F6-Duration. F5-Appt flags the note as an appointment. (F6-Duration will be discussed later.) When F5 is pressed, the word "Appt" appears in bold font on the F5-Appt button and the note's header will be flagged as an appointment.
+------------------------------------------------------------------------------+
¦ARMAINT1 Maintain Customers COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 11 ¦
+------------------------------------------------------------------------------+
Customer ID.....: ANDERA ¦ Debit--------------------------
Customer Name...: Anita S. Anderson ¦ Last Date 10/15/96
Address.........: 321 Church Street ¦ Last Amt 1122.54
Address.........: ¦ YTD Amt 2315.84
City, ST........: Decatur, GA ¦ Credit-------------------------
ZIP Code........: 30078 ¦ Last Date 10/26/96
Telephone.......: 404/555-1212 ¦ Last Amt -120.24
+-¦11/14/1996 10:14:44a User: Code: - Appt Esc-Abort+--+4
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+-¦Row 1 Col 1+---------------------------------------------------------------++
F5-Appt F6-Duration F7-DateTime F10-Save
To schedule the appointment for a specific date and time, you change the note's date and time with F7-DateTime. You may also specify which user the appointment is for, and specify a one character code to prioritize calls and customers. These fields will be used to sort appointment reports, explained later.
+------------------------------------------------------------------------------+
¦ARMAINT1 Maintain Customers COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 11 ¦
+------------------------------------------------------------------------------+
Customer ID.....: ANDERA ¦ Debit--------------------------
Customer Name...: Anita S. Anderson ¦ Last Date 10/15/96
Address.........: 321 Church Street ¦ Last Amt 1122.54
Address.........: ¦ YTD Amt 2315.84
City, ST........: Decatur, GA ¦ Credit-------------------------
ZIP Code........: 30078 ¦ Last Date 10/26/96
Telephone.......: 404/555-1212 ¦ Last Amt -120.24
+-------------------------------------------------+ YTD Amt -120.24
¦Date:12/1 Time:9a User: SSB Code: $ ¦yments-----------------------
+-------------------------------------------------+ Last Date 11/03/96
+---------------------------- Customer ANDERA Notes----------------------------+
¦10/27/1996 11:06:09a User: Code: ¦
¦ Anita called with a question about her balance. I went over her invoices ¦
¦ with her. She agrees that her balance is correct. ¦
¦10/03/1996 02:17:00p User: Code: ¦
¦ Called Anita to answer her question about the freight charges on her last ¦
¦ order. ¦
¦ ¦
¦ ¦
+----------------------------- Press (P) To Print -----------------------------+
F10-Done
You would then enter the text of the note.
+------------------------------------------------------------------------------+
¦ARMAINT1 Maintain Customers COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 11 ¦
+------------------------------------------------------------------------------+
Customer ID.....: ANDERA ¦ Debit--------------------------
Customer Name...: Anita S. Anderson ¦ Last Date 10/15/96
Address.........: 321 Church Street ¦ Last Amt 1122.54
Address.........: ¦ YTD Amt 2315.84
City, ST........: Decatur, GA ¦ Credit-------------------------
ZIP Code........: 30078 ¦ Last Date 10/26/96
Telephone.......: 404/555-1212 ¦ Last Amt -120.24
+-¦12/01/1996 09:00:00a User: SSB Code: $ - Appt Esc-Abort+--+4
¦Call Anita to see if she wants to order again. |-
¦ |6
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+-¦Row 1 Col 47+--------------------------------------------------------------++
F5-Appt F6-Duration F7-DateTime F10-Save
The note will appear with the contact's other notes, but will be flagged with "Appt".
+------------------------------------------------------------------------------+
¦ARMAINT1 Maintain Customers COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 11 ¦
+------------------------------------------------------------------------------+
Customer ID.....: ANDERA ¦ Debit--------------------------
Customer Name...: Anita S. Anderson ¦ Last Date 10/15/96
Address.........: 321 Church Street ¦ Last Amt 1122.54
Address.........: ¦ YTD Amt 2315.84
City, ST........: Decatur, GA ¦ Credit-------------------------
ZIP Code........: 30078 ¦ Last Date 10/26/96
Telephone.......: 404/555-1212 ¦ Last Amt -120.24
Telephone 2.....: ¦ YTD Amt -120.24
Contact.........: Anita Anderson ¦ Payments-----------------------
Salesperson.....: BBS ¦ Last Date 11/03/96
+---------------------------- Customer ANDERA Notes----------------------------+
¦12/01/1996 09:00:00a User: SSB Code: $ - Appt ¦
¦ Call Anita to see if she wants to order again. ¦
¦10/27/1996 11:06:09a User: Code: ¦
¦ Anita called with a question about her balance. I went over her invoices ¦
¦ with her. She agrees that her balance is correct. ¦
¦10/03/1996 02:17:00p User: Code: ¦
¦ Called Anita to answer her question about the freight charges on her last ¦
¦ order. ¦
+----------------------------- Press (P) To Print -----------------------------+
Ins/F6-Add Enter/F7-Edit Del/F8-Delete F10-Done
In Extended Processing, there will be a new option, A - Appointment Reports. This option allows you to print a list of appointments.
+------------------------------------------------------------------------------+
¦ARPROC3 Extended Processing Options COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 11 ¦
+------------------------------------------------------------------------------+
+ Extended Processing Options +
¦ A - Appointment Reports ¦
+-----------------------------+
F1-Help F10-Done ShF10-Home
You have the option of sorting the report by User, Note Code (the single character code on the note), or Contact ID. You have the option of having each User/Code/ID on its own page. You can print for all dates or a range of dates. And you have the option of printing the text of each note, or only the note's date and time.
+------------------------------------------------------------------------------+
¦ARPROC3 Extended Processing Options COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 11 ¦
+------------------------------------------------------------------------------+
Sort By User
For All Users
Page Break Between Users? N
For All Dates
Detailed Report +- Report Type --+
¦ D - Detailed ¦
¦ S - Summary ¦
+----------------+
Accept? N
F10-Done
The format of the report shows the following fields. The field that the report is sorted by will always print first, so the report format will vary depending on how you choose to sort it.
Please Note: This report will display customer, vendor and employee appointments on one report if you are using AN2 - Advanced Vendor Notes and PN2 - Advanced Employee Notes
+------------------------------------------------------------------------------------------------------------------------------------+ |RUN DATE: 11/14/96 Software Professionals PAGE 1 | |RUN TIME: 11:40 AM | | Appointment List By User | |------------------------------------------------------------------------------------------------------------------------------------| |User Code Date Time Type ID Name Phone | |---- ---- ---------- --------- -------- ------ ------------------------- -------------- | |SSB $ 12/01/1996 09:00:00a Customer ANDERA Anita S. Anderson 404/555-1212 | | Call Anita to see if she wants to order again. | | | |SSB P 12/01/1996 09:00:00a Vendor AUTFNC THIRD NATIONAL BANK OF GA | | Call Bill re our order. | +------------------------------------------------------------------------------------------------------------------------------------+
The additional function key, F6-Duration, is available when entering or editing a note. When pressed, it calculates how much time has elapsed from the date and time on the note to the current date and time. The difference is stored as the last line on the note. For example, if the current date is 12/1/96, and the time is 9:17 am, and the user edits the note for ANDERA's appointment, scheduled for 12/1/96 at 9 am, and presses AltF5, a new line will be put on the end of the note that says Duration: 17 minutes.
+------------------------------------------------------------------------------+
¦ARMAINT1 Maintain Customers COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 11 ¦
+------------------------------------------------------------------------------+
Customer ID.....: ANDERA ¦ Debit--------------------------
Customer Name...: Anita S. Anderson ¦ Last Date 10/15/96
Address.........: 321 Church Street ¦ Last Amt 1122.54
Address.........: ¦ YTD Amt 2315.84
City, ST........: Decatur, GA ¦ Credit-------------------------
ZIP Code........: 30078 ¦ Last Date 10/26/96
Telephone.......: 404/555-1212 ¦ Last Amt -120.24
+-¦12/01/1996 09:00:00a User: SSB Code: $ - Appt Esc-Abort+--+4
¦Call Anita to see if she wants to order again. |-
¦Duration: 17 minutes, 34 seconds |6
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+-¦Row 2 Col 13+--------------------------------------------------------------++
F5-Appt F6-Duration F7-DateTime F10-Save
Please Note: Once the appointment has been completed, the note should be edited, and the Appt flag should be turned off, by pressing F5-Appt again.
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