Viewing Hot Customers, Contacts, and Orders Pagelets

This topic discusses viewing and accessing customers, contacts, and orders that are considered to be hot.

Page Name

Definition Name

Usage

Customer Hot List Pagelet

FO_CST_HOTLST_PGLT

View and access customers who are considered to be hot.

Contact Hot List Pagelet

FO_CNT_HOTLST_PGLT

View and access contacts who are considered to be hot.

Order Hot List Pagelet

FO_ORD_HOTLST_PGLT

View and access orders that are considered to be hot.

Use the Customer Hot List pagelet (FO_CST_HOTLST_PGLT) to view and access customers who are considered to be hot.

Image: Customer Hot List pagelet

This example illustrates the fields and controls on the Customer Hot List pagelet. You can find definitions for the fields and controls later on this page.

Customer Hot List pagelet

Customers can be added as hot list customers from the Customer Information - General Info page. When a customer is added as a hot list customer, the system adds customer information in the Customer Hotlist table (FO_CUST_HOT_TBL).

Field or Control

Definition

<select check box>

Select a check box next to the customer and select an action in the drop-down box.

Customer

Click the link to access the Customer Information – General Info page.

Action

Select an action item to perform on one or more customer. Options include: Add Agenda, Add History, Add Order, and Review Agenda/History.

Remove from Hot List

Click to delete a customer from the hot list. You must select the check box to the left of the customer and then click this button. When a customer is removed from this pagelet, then all customer information for the customer is removed from the FO_CUST_HOT_TBL table.

Note: The customer is not removed from the database.

Add Customer

Click to access the Customer Information, General Information component where you can add a customer to the database.

Use the Contact Hot List Pagelet (FO_CNT_HOTLST_PGLT) to view and access customer contacts who are considered to be hot.

Image: Contact Hot List pagelet

This example illustrates the fields and controls on the Contact Hot List pagelet. You can find definitions for the fields and controls later on this page.

Contact Hot List pagelet

Customer contacts can be added as hotlist contacts from the Contact Information – Contact Customers page. When a contact is added as a hotlist contact, the system adds customer information in the Contact Hotlist table (FO_CNTC_HOT_TBL).

Field or Control

Definition

<select check box>

Select the check box next to the contact and select an action in the drop-down list box.

Name

Click to access the Contact Information – Maintain Contacts page.

Customer

Click to access the Customer Information – General Info page.

Action

Select an action item to perform on one or more contacts. Options include: Add Agenda, Add History, Add Order, Review Agenda/History, and Send Email.

Remove from Hot List

Click to remove a contact from the hot list. You must select the check box to the left of the contact and then click this button. When a contact is removed from this pagelet, then all contact information is removed from the FO_CNTC_HOT_TBL table.

Note: The contact is not removed from the database.

Add Contact

Click to access the Contact Information component where you can add a contact to the database.

Use the Order Hot List Pagelet (FO_ORD_HOTLST_PGLT) to view and access customer orders that are considered to be hot.

Image: Order Hot List pagelet

This example illustrates the fields and controls on the Order Hot List pagelet. You can find definitions for the fields and controls later on this page.

Order Hot List pagelet

Customer orders can be added as hotlist orders from the Orders page. When an order is added as a hot list order, the system adds order information in the Order Hotlist table (FO_ORD_HOT_TBL).

Field or Control

Definition

<select check box>

Select the check box next to the Order and select an action in the drop-down list box.

Customer

Click to access the Customer Information – General Info page.

Order Description

Click to access the Order page.

Action

Select an action item to perform on one or more contacts. Options include: Add Agenda, Add History, Review Agenda/History, and Send Email.

Remove from Hot List

Click to remove an order from the hot list. You must select the check box to the left of the order and then click this button. When an order is removed from this pagelet, then all order information is removed from the FO_ORD_HOT_TBL table.

Note: The order is not removed from the database.

Add Order

Click to access the Add/Update Orders component where you can add a new order to the database.