Call Back Sub Menu

SAMS C/S provides quick and easy access to various programs through the sub-menu in each module.  To access the sub-menu, either right-click or select F3.  Once the sub-menu is displayed, notice each program has an underlined letter, strike the underlined letter of the requested menu item.

 

Field Descriptions

Email

With SAMS C/S you will be able to email directly from the record, provided you have a MAPI compliant messaging system (such as Outlook).

Fax

SAMS C/S will enable you to fax an individual directly from their screen, provided you have an interface with faxing software.  Contact the Semarca Corporation for compatible software.

Individual

Selecting this option will open the individual table.

DYMO Label

For quick mailing labels, DYMO label is the ideal solution.  DYMO is a third party product which will enable you to generate quick mailing labels from individual's screens.   

Open Individual Web Page

Selecting this option will open the web page URL in the Individual record.

Open Member Web Page

Selecting this option will open the web page URL in the Member record.

Print Fact Sheet

If you would like to see a print out of all activity on this particular call back record, with one click you can have that information.

Word Interface

Need to send a letter to an individual?  When you select the Word Interface from the sub-menu, SAMS C/S will open Word and automatically put the individual's name and address, along with the salutation.

My Call Backs for Today

SAMS C/S will show only those call backs with today's date in the call back date field.

My Past Due Call Backs

SAMS C/S will show only those call backs with a date older than the current date in the call back date field.

Show All Call Backs

All call backs will be displayed.

Show Just My Call Backs

Only those call backs with your name in the Caller ID field.

Show Just My Open Call Backs

Only open call backs with your name in the Caller ID field.

Show Others in this Market

All call backs with the same market code will be displayed.

Show Others with this CB Code

All call backs with the same CB code will be displayed.