Creating Phone Calls
The following procedure includes the basic information you need to create a phone call from a record or transaction. For detailed information about call, see Working with Phone Calls.
To create phone calls from records and transactions:
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On the Communication subtab, click Activities.
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To schedule a call, click New Phone Call.
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In the popup window, complete the following required fields:
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Subject – Enter the subject of this phone call.
You can enter up to 100 characters.
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Organizer – Select the employee responsible for setting up or making this phone call.
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Status – Select Scheduled.
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Date – Enter a date or click the calendar icon to select a date.
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Complete the following additional fields if needed:
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Phone Number – Enter the number you’ll use for this call.
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Private Phone Call – Check this box to show this call only in your Phone Calls list.
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Reserve Time – Check this box to schedule this call on the calendar of the person organizing the call.
Enter the Start Time and End Time.
This time is scheduled on the calendar for the phone call date.
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Reminder Type – Select how the organizer should be reminded before the call starts.
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Reminder – Select when to send the reminder before the call starts.
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Message – Enter notes or an agenda for the call.
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Click Save.