Outside Sales Company Browse Contact Browse: Area Code + Number

TIME: 3.
45 pm
Outside Sales
(See Slide 2 for Browse Pop-up window)
Company Browse
Contact Browse
Phone Number
Company Name
10.1 0
City
10.2
State
10.3
Zip Code
10.4
Area Code + Number
10.6
Phone Number
Contact First Name Contact Last Name Area
Code + Number
Search
10.7
Clear
10.8
City
10.10
10.9
State
10.11
Zip Code
10.12
Search
Clear
Customer Workbench
10.Customer Workbench
20.Generating Call Report
Company Data
Company Name
Contact Data
10.30
10-20
Dist
Customer Number
Company Number
10-10
Accounting Dept. Notes
10.260
Outside Sales Notes
First Name 10.310
10.270
MICHEL
CHAMMAS CUTTERS, INC

30.Itinerary Report
40.Daily Sales Report
Company Billing Address
11320 FM 529 BLDG. 1
P. O. Box 1102
Title
10.340
Default
CHAMMAS
Address 10.350
Company Physical Address 10.50
10.40
10.330
Last Name 10.320
Inside Sales Notes 10.280
Notes for Dick Farmer
11320 FM 529 BLDG. 1
60.New Customer List
70.Generate Mailing List
Other Functions
10.480
Contact Numbers
MICHEL CHAMMAS
713-8568777 (Office) *
11320 FM 529, BLDG 1
713-856-8754 (Fax)
Houston, Tx. 77041
713-858-9102 (Cell)
10.290
713-858-4712 (Home)
Kim Colvin
10.370
50.New Company List
10.470
Contact Names & Addresses
City 10.60
HOUSTON
State 10.70 Zip Code 10.80

TX
Status 10.120
77041
10.140
10.150
Country
Name
Area
Code
NET 30
Email 10.200
State
TX
HOUSTON
Pay Terms 10.130
ACTIVE
10.100
City 10.90
Website URL 10.210
Zip Code
77041
Number 10.160
713
City 10.360
10.110
10.180
10.190
Ext
Type
Default
8568777
SIC Code 10.220
HOUSTON
Phone, Fax, Email Numbers 10.300

10.170
10.390
(Fax)
713-8568796
713
OFFICE
SIC Code Descp. 10.230
Geo Code 10.240
Zip Code 10.380
TX
11320 FM 529
77041
Houston, Tx 77041
10.400
Country Area
Name
Code
(Office) 713-856-8777 *
ADD
State
10.420
10.430
10.440
Ext
Type
Default
Number 10.410
8568777
Attachment 10.450
ADD
OFFICE
Browse
Email 10.460
Quick ADD
SAVE
Email
NEW
Scan
NEW
SAVE
Attachment 10.250
Browse
Fax
Print
Document Sharing
Document Viewing
Interoffice Communication
Customer Lookup from
PDA
NEW
ACTIVITY
Date 10.490
Type 10.500
Owner
09-22-2010
Planned
Sherry Groce
Subject
10.510
10.520
Sales Call
SAVE
Activity List
Date
Activity Notes
Type
Owner
Subject
Met with Michel. They're very busy. We finally cleared up some
items that were on backorder. He asked that we stay on top of
back orders and keep up our inventory on the sizes they use. I
told him I would mention this to Janice. I thanked him for their
business.
09-22-2010
Meeting
Sherry Groce
Sales Call
08-13-2010
Phone Call
Sherry Groce
Astros tickets
Microsoft Excel
0812-2010
Phone Call
Sherry Groce
Astros tickets
Microsoft Powerpoint
0810-2010
Phone Call
Sherry Groce
Astros tickets
Microsoft Notepad
12-09-2009
Meeting
Sherry Groce
Sales Call
Note For
07-22-2009
Meeting
Sherry Groce
Sales Call
Activity
Office Applications
Microsoft Word
10.530
Insert Text
Delete
Email Notes To:

Bob Farmer
Link File
Embed File
Keith Farmer
Type
File Name
Description
ALL
SAVE
Text
Quote/Order Detail
Date
Quote / Order No.
Line No.
Description
Dick Farmer
Configuration
Quantity
09-17-2010
Order 838850
5 ROUND 110 AE ROD
PIRECES = 20 LENGTH=8.75
20
09-17-2010
Order 838850
3-3/4 ROUND 110 AE ROD
PIECES = 1 LENGTH=144
09-17-2010
Order 838850
UOM
Price
Salesperson
Phone
PIECES
5200.00
Janice Placker
713-856-6877
514
POUNDS
2379.82
Janice Placker
713-856-6877
1028
POUNDS
4759.54
Janice Placker
713-856-6877
Salesperson Notes
Outside Sales
CANCEL
Browse
CLEAR
OK
ADD
If no company exists when performing the Company Browse, clicking the

ADD button will open the Quick Add window.
Customer Browse Pop-up Window after entering Company Name

Customer Workbench
(Pop-up windows)
Company
Address
FAST DRILL PORTA RIG
City
201 SOUTH 2ND STREET
State
FULTON
TEXAS
HUMBLE
TEXAS
ZIP
Contact (Default)
Phone Number (Default)

361-729-2332
Generating Call Report
FAST HOUSTON (CDI SEAL)
8103 RANKIN ROAD
281-913-82899
Itinerary Report
Daily Sales Report
281-446-6662
FAST HOUSTON (EGC PLAS)
8103 RANKIN ROAD
HUMBLE
TEXAS
281-744-6100
281-774-6284
New Company List
FAST MASTER PRODUCTS
6819 HWY BLVD SUITE 580
KATY
TEXAS
281-391-6760
New Customer List
281-391-6760
Generate Mailing List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Pop-up Box when using the Quick Add button for Company Data
Company
Contact
Customer Lookup from PDA
Company Name
City
Company Address
State
Contact First Name
Microsoft Excel
Country
Contact Address
Zip Code
Office Applications
Microsoft Word
Contact Last Name
Country
Name
Area
Code
City
Number
Ext
Zip Code
Country
Type
Country
Name
Microsoft Notepad
CANCEL
State
CLEAR
Area
Code
Number
Ext
SAVE
When entering data for a new company the following fields MUST be
completed before the system will allow a Quote/Order to be entered:
NOTE
(1) Contact First Name

(2) Contact Last Name
(3) Contact Zip Code
(4) Contact Phone Number
Type
TIME: 3.45 pm
(See Slide 2 for Browse Pop-up window)
Company Browse
Outside Sales
Contact Browse
Phone Number
Company Name
City
State
City
State
Search
Zip Code
Clear
REVISION OF
Company
CUSTOMER
WORKBENCH
Phone Number
Code + Number
Search
Area Code + Number
Zip Code
Address
FAST DRILL PORTA RIG
City
201 SOUTH 2ND STREET
FAST HOUSTON (CDI SEAL)
8103 RANKIN ROAD
Clear
State
ZIP
Contact (Default)
Phone Number (Default)
FULTON
TEXAS
361-729-2332
HUMBLE
TEXAS
281-913-82899
BACK
281-446-6662
Customer Workbench
Company Data
Company Name
Company Number
Dist Customer Number
Accounting Dept. Notes
Outside Sales Notes
Contact Data
CHAMMAS CUTTERS, INC

Itinerary Report
Contact First Name
Company Billing Address
Company Physical Address
MICHEL
11320 FM 529 BLDG. 1
P. O. Box 1102
Contact Last Name
Inside Sales Notes
Notes for Dick Farmer
Title
CHAMMAS
Address
Daily Sales Report
11320 FM 529 BLDG. 1

New Company List
City
State
HOUSTON
New Customer List
Zip Code
TX
77041
Status
Pay Terms
ACTIVE
NET 30
Email
City
State
HOUSTON
Country
Area
Name
Code
713
Website URL
Phone, Fax, Email Numbers
77041
Number
Ext
Type
8568777
SIC Code
MICHEL CHAMMAS
713-8568777 (Office) *
11320 FM 529, BLDG 1
713-856-8754 (Fax)
Houston, Tx. 77041
713-858-9102 (Cell)
SIC Code Description
City
(Office) 713-856-8777 *
Default
OFFICE
Kim Colvin
ADD
(Fax)
State
HOUSTON
713-8568796
Country Area
Name
Code
Geo Code
Attachment
Zip Code
TX
11320 FM 529
77041
Number
713
Other Functions
Email
Contact Numbers
713-858-4712 (Home)
Zip Code
TX
Contact Names & Addresses
Ext
8568777
Houston, Tx 77041
Type
Attachment
Default
ADD
OFFICE
Browse
Email
Scan
Quick ADD
Browse
NEW
SAVE
SAVE
NEW
Fax
Print
Document Sharing
Document Viewing
NEW
ACTIVITY
Date
Type
Owner
Subject
09-22-2010
Planned
Sherry Groce
Sales Call
SAVE
PDA
Activity Notes
Activity List
Date
Type
Owner
Subject
Met with Michel. They're very busy. We finally cleared up some
items that were on backorder. He asked that we stay on top of
back orders and keep up our inventory on the sizes they use. I
told him I would mention this to Janice. I thanked him for their
business.
09-22-2010
Meeting
Sherry Groce
Sales Call
Office Applications
08-13-2010
Phone Call
Sherry Groce
Astros tickets
Microsoft Word
0812-2010
Phone Call
Sherry Groce
Astros tickets
Microsoft Excel
0810-2010
Phone Call
Sherry Groce
Astros tickets
12-09-2009
Meeting
Sherry Groce
Sales Call
Note For
Microsoft Notepad
07-22-2009
Meeting
Sherry Groce
Sales Call
Activity
Insert Text
Delete
Email Notes To:

Bob Farmer
Link File
Embed File
Keith Farmer
Type
File Name
Description
ALL
SAVE
Text
Quote/Order Detail
Date
Quote / Order No.
Line No.
Dick Farmer
Description
Configuration
Quantity
09-17-2010
Order 838850
5 ROUND 110 AE ROD
PIRECES = 20 LENGTH=8.75
20
09-17-2010
Order 838850
09-17-2010
Order 838850
UOM
Price
Salesperson
Phone
PIECES
5200.00
Janice Placker
713-856-6877
514
POUNDS
2379.82
Janice Placker
713-856-6877
1028
POUNDS
4759.54
Janice Placker
713-856-6877
Salesperson Notes
Company Browse
Outside Sales
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Clear
Customer Workbench
Pending information regarding Call Report

Itinerary Report
Daily Sales Report
New Company List
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
PDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Phone Number
Code + Number
City
State
Zip Code
Search
Clear
Company Browse
Outside Sales
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Phone Number
Code + Number
City
State
Zip Code
Clear
Customer Workbench
Clear
Will default to the log-in outside salesperson
Itinerary Report
Outside Salesperson
Wes Ball
Zip Code
Display Report
Print Report
Itinerary Report
Daily Sales Report
New Fields to be added to existing report
Itinerary Report for Wes Ball
New Company List
Primary Contact
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
PDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Search
Address
State
Zip
Phone
Company Browse
Outside Sales
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Phone Number
Code + Number
City
Clear
Date From
10/04/2010
Date To
10/06/2010
Itinerary Report
Daily Sales Report for Wes Ball
Daily Sales Report
10/06/2010
New Company List
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
10/05/2010
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
10/04/2010
From 10-04-2010 thru 10-06-2010
Outside Salesperson
Zip Code
Search
Clear
Customer Workbench
Daily Sales Report
State
Wes Ball
Display Report
Print Report
Outside Sales
Company Browse
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Phone Number
Code + Number
City
State
Search
Zip Code
Clear
Clear
Customer Workbench
New Company List
Date From
Zip Code
Date To
Outside Salesperson
Display Report
Print
Itinerary Report
New Company List for _____________
From ___________ To_____________
Daily Sales Report
New Company List
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Date Added
Company Name
Address
City
State
Zip
Contact Name
Contact Address
Contact City
Contact State
Contact City
Contact Zip
Contact Phone
Quotes
Orders
Outside Sales
Company Browse
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Phone Number
Code + Number
City
State
Zip Code
Clear
Search
Clear
Customer Workbench
New Customer List
Date From
Date To
Zip Code
Outside Salesperson
Display Report
Print
Itinerary Report
New Customer List for _____________
From ________ To_____________
Daily Sales Report
New Company List
New Customer List
Future Changes to be made to Report
Highlights discussed in meeting on 09-27-2010

Other Functions
Email
Report will default to the last 30 days but can be changed to ALL to view all new customers
Scan
Report will default to the customers for the outside salesperson running the report
Fax
Print
Report can be run for a specific date range
Document Sharing
Report will be based on the zip code in the Contact Data (not Company Data)
Document Viewing
Report will show the Contact name and phone number.
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Outside Sales
Company Browse
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Clear
Customer Workbench
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
PDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Phone Number
Code + Number
City
State
Zip Code
Search
Clear
Outside Sales
Company Browse
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Clear
Customer Workbench
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
PDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Phone Number
Code + Number
City
State
Zip Code
Search
Clear
Outside Sales
Company Browse
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Clear
Customer Workbench
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
PDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Phone Number
Code + Number
City
State
Zip Code
Search
Clear
Outside Sales
Company Browse
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Clear
Customer Workbench
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Phone Number
Code + Number
City
State
Zip Code
Search
Clear
Outside Sales
Company Browse
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Clear
Customer Workbench
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice
Communication
PDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Phone Number
Code + Number
City
State
Zip Code
Search
Clear
Outside Sales
Company Browse
Company Name
Contact Browse
City
State
Zip Code
Phone Number
Area Code + Number
Search
Clear
Customer Workbench
Itinerary Report
Daily Sales Report
New Company List
New Customer List
Other Functions
Email
Scan
Fax
Print
Document Sharing
Document Viewing
Interoffice
Communication
PDA
Office Applications
Microsoft Word
Microsoft Excel
Microsoft Notepad
Phone Number
Code + Number
City
State
Zip Code
Search
Clear

Outside Sales Company Browse Contact Browse: Area Code + Number

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Outside Sales Company Browse Contact Browse: Area Code + Number

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Available Formats

TIME: 3.

(See Slide 2 for Browse Pop-up window)

Area Code + Number

20.Generating Call Report

Accounting Dept. Notes

Outside Sales Notes

First Name 10.310

CHAMMAS CUTTERS, INC

40.Daily Sales Report

Company Billing Address

11320 FM 529 BLDG. 1

Company Physical Address 10.50

Last Name 10.320

Inside Sales Notes 10.280

Notes for Dick Farmer

11320 FM 529 BLDG. 1

60.New Customer List

70.Generate Mailing List

11320 FM 529, BLDG 1

Houston, Tx. 77041

50.New Company List

Contact Names & Addresses

State 10.70 Zip Code 10.80

Pay Terms 10.130

Website URL 10.210

SIC Code 10.220

Phone, Fax, Email Numbers 10.300

SIC Code Descp. 10.230

Geo Code 10.240

Zip Code 10.380

Email Notes To:

Quote / Order No.

5 ROUND 110 AE ROD

3-3/4 ROUND 110 AE ROD

3-3/4 ROUND 110 AE ROD

If no company exists when performing the Company Browse, clicking the

Customer Browse Pop-up Window after entering Company Name

FAST DRILL PORTA RIG

201 SOUTH 2ND STREET

Phone Number (Default)

Generating Call Report

FAST HOUSTON (CDI SEAL)

8103 RANKIN ROAD

Daily Sales Report

8103 RANKIN ROAD

New Company List

FAST MASTER PRODUCTS

6819 HWY BLVD SUITE 580

New Customer List

Generate Mailing List

Contact First Name

Contact Last Name

(1) Contact First Name

Area Code + Number

FAST DRILL PORTA RIG

201 SOUTH 2ND STREET

FAST HOUSTON (CDI SEAL)

8103 RANKIN ROAD

Phone Number (Default)

Generating Call Report

Dist Customer Number

Accounting Dept. Notes

Outside Sales Notes

From _ To___

From To_____