Scheduling a Literature Request

You can schedule a literature request to have marketing materials or other documents sent to one or more contacts. After you schedule a request, the person or group at your company responsible for literature fulfillment can fulfill and complete the request.

If you are making the request for a single contact, select the contact before you begin the following steps.

To schedule

1. On the Schedule menu, click Literature Request.
2. In the Description box, enter a brief description of the literature request.
3. In the Request for field, do one of the following:
   • To create the request for a single contact, select Contact, click the Lookup Contact button and select a contact.
     This may already be completed if scheduled from the Contact Detail view.
   • To create the request for a group of contacts, select Group, and then click the drop-down arrow and select from the list.
   • To create the request for an opportunity, select Opportunity, click the Lookup Opportunity button, use the lookup to select an opportunity , and then click Close.
4. Click the Send by Calendar button, select a date, and then click OK.
5. Select the Handle Fulfillment Locally check box to send the literature request to your default printer (it will print after you schedule the literature request).
6. In the Send via (delivery method), and Priority boxes, click the drop-down arrow and select an item from the list.
7. Under Print Literature List, choose to print the list with the cover letter, on a separate page (from the cover letter), attachment list only, or print only the cover letter (no list).
8. To use a template as your cover letter, click the Cover Find button, and then click the template you want to use.

   Selecting a template is only available in Internet Explorer, because the cover sheet requires Mail Merge which is only supported in Internet Explorer versions 9 and later. For more information see “Supported Features By Browser”. To use a template in Internet Explorer, you must download Infor CRM Office Integration. You can install Infor CRM Office Integration from the Web Client login screen.

9. Under Available Items, select the items you want to include in your request.
   
   1. If necessary, click the Filter available items Filter available items button and enter any characters contained in the family, number or name of the item you want to add.
   2. Double-click in the Quantity column and type the number of copies of that item you want to request.
10. Click the Schedule Literature Request button.
11. If you selected Handle Fulfillment Locally and are prompted to select a printer, select a printer from the list and then click OK.

The literature request is recorded on the Literature tab in the Activities view and on the Literature Requests tabs in the Contact and Account Detail views.

The person assigned by the administrator to monitor Literature Requests will receive your request and should fulfill it by the date you specified.

Total Cost is determined by the cost associated with a document, and the number of selected documents. If you have the appropriate access rights, you can add, edit, or delete documents from the literature list.

Related Topics

Contacts Overview

Literature Request Detail View

Deleting a Literature Request