Change status on the call list
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use the following steps to change the status of a call list or targets of the call list.
Change the status on a call list
Click Sales and marketing > Common > Telemarketing > Call distributions.
Select the call list that you want to work with.
Select the contact person for whom you want to change the status.
Click Functions, and then select the new status.
Note
If you cancel the call, you are prompted to select a reason for the cancellation.
The following table lists the changes that are possible for each original status.
Status |
Call back |
Closed |
Canceled |
|---|---|---|---|
Open |
Yes |
Yes |
Yes |
Call back |
No |
Yes |
Yes |
Closed |
No |
No |
No |
Canceled |
Yes |
Yes |
No |
Yes – The status can be changed to the new value.
No – The status cannot be changed to the new value.
Note
Depending on the settings in the Sales and marketing parameters form, you can create activities for the employee who is responsible for a call list when you change the status of a target of the call list.
Change the status of a target on the call list
Click Sales and marketing > Common > Telemarketing > Call distributions.
Select the call list that you want to work with.
On the Targets FastTab, select the target for which you want to change the status.
Select the new status.
You can change the status to Open, Call back, Closed, or Canceled. To change the status on a call list to Open, you must change the status of a target of the call list.