This form has two variants; Call list creation preview and Call list creation summary, depending on how you reach it.
The Call list creation preview form is displayed when, during the process of creating a call list by extracting records from an export report, you select the Close button on the report status form.
The Call list creation summary form is displayed when, during the process of creating a call list by extracting records from an export report, a Return dialog box displays the message:
Call list has been created
Note: The Call list creation summary form differs from the preview form in that it has no Cancel button and its OK button proceeds to a different step in the process.
The Call list creation preview form enables you to check the call list extracted from the report before creating it. The Call list creation summary form enables you to view the call list extracted from the report after creating it.
Status: A reminder as to the stage of the process you are at. For example:
Preview mode only. Press OK to create the call list or Cancel to exit.
Note: If Status contains the text Call list has been created, the call list has been created but remains invisible to agents until it is activated.
Call List:
Call list number: Identifies the call list
Description: Text from the Create a Call List form's Call List Description, used in parts of the administrator module
No. of calls: The number of call records in the list
Script: Three-character code labeling the script associated with the list's records
Calls that will be Created:
Ref: Call reference number
Target/Customer: Target/Customer's marketing/CRM record reference number
Customer: Customer's name
Vehicle: Vehicle's marketing/CRM record reference number; zero if no vehicle is associated with the call record
Description: Vehicle's marketing/CRM record description; No vehicle if no vehicle is associated with the call record
Company: Company reference number
Action by: Login ID of the agent or group to which the call is allocated
The following calls were generated by the report, but will not be incorporated into the call list:
Target/Customer: Target/Customer's marketing/CRM record reference numberCustomer: Customer's name
Vehicle: Vehicle's marketing/CRM record reference number; zero if no vehicle is associated with the call record
Description: Vehicle's marketing/CRM record description; No vehicle if no vehicle is associated with the call record
Reject reason: The criterion that triggered its rejection, for example because it is already on another call list
Action by: Login ID of the agent or group to which the call is allocated
