Calls

Created by Jesse Dow, Modified on Thu, Jul 5, 2018 at 4:47 PM by Jesse Dow

The Calls module allows Users to schedule and log a record of inbound and outbound calls that they may be a participant of.

Calls Actions

You can access the Calls actions from the Calls module menu drop down or via the Sidebar. The Calls actions are as follows:

Log Call – A new form is opened in Edit View to allow you to create a new Call record.
View Calls – Redirects you to the List View for the Calls module. This allows you to search and list Call records.
Import Calls – Redirects you to the Import Wizard for the Calls module. For more information, see Importing Records.

Managing Calls

To sort records on the Calls List View, click any column title which is sortable. This will sort the column either ascending or descending.
To search for a Call, see the Search section of this user guide.
To update some or all of the Calls on the List View, use the Mass Update panel as described in the Mass Updating Records section of this user guide.
To duplicate a Call, you can click the Duplicate button on the Detail View and then save the duplicate record.
To close a Call, click on the 'x' icon on the Calls List View. You can also close a Call by clicking the Close button on the Detail View of a Call. You can also click the Close and Create New button. This will close the Call you are viewing and redirect you to the Edit View to create a new record.
To Reschedule a call, you can click the Reschedule button on the Detail View of a Call. For a detailed guide on rescheduling calls, see the Reschedule section of this user guide.
To delete one or multiple Calls, you can select multiple records from the List View and click delete. You can also delete a Call from the Detail View by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.
To view the details of a Call, click the Call Subject in the List View. This will open the record in Detail View.
To edit the Call details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.
For a detailed guide on importing and exporting Calls, see the Importing Records and Exporting Records sections of this user guide.
To track all changes to audited fields, in the Call record, you can click the View Change Log button on the Call Detail View or Edit View.