Adding a phone call

The module that stores events of the telephone call type is available from the main menu level. We go to it by clicking on the “CRM” category and then “Telephone calls”.

In the form on the screen, the required fields are marked with a red whistle. The others are replenished as needed. The function fields are described below:

  • Subject - This describes the subject of the conversation, and is also a name that is recognized in other user-level records.
  • Call To - indicates the type of contact
    • Contact - if he is a person added in the “Contacts” module.
    • Company - when it is an entity added in the “Companies” module
    • Other - we indicate when the contact is not added in the system.
  • Employees - these are multiple-choice fields where employees who are participants or associated with the meeting are indicated
  • Date - planned date of making a phone call
  • Time - planned time of making a phone call
  • Project - in this field you can indicate the project to which the telephone connection relates
  • Description - additional description of the meeting, e.g. what it concerns or agenda
  • Status - allows you to set the current status of the phone connection:
    • Open
    • In progress
    • Paused
    • Closed
    • Canceled
  • Priority - defines the priority of the meeting: low, medium or high
  • Permissions - Grants permissions to the current record for other system users:
    • Public - Anyone can edit, delete or view
    • Public, Read Only - Anyone Can View
    • Private - visible only to the author of the record

The “Call to” field is used to assign a target contact. If you select the “Contact” or “Company” field, you will receive additional fields:

  • Contact - which can be supplemented in the same way as in the case of adding projects
  • Contact number - after filling in the “Contact” field, it will allow you to select from the drop-down list the available contact numbers assigned to the contact or company.

In both of the above cases, the system allows you to enter a telephone number from outside the database. To do this, select the option: “Other” and enter the number in the “Other telephone number” field

If the contact or company does not exist in the system, the “Call to” field can be set to “Other”. This will allow you to enter any customer name and contact number in the “Other customer” and “Other phone number” fields

To add an employee to a phone call, he must be correctly added to the system, otherwise he will not be visible in the list of employees in the current form. In order to add an employee, go to the “Employees” field. We have the associated fields at our disposal. Available employees are displayed on the left. On the right, only those indicated in the above-mentioned list.

  • Filter - used to filter the list below - you should start writing text in the field. The list of available employees will be filtered according to the entered phrase
  • Add all button - - after clicking, all items from the list will be added, taking into account the previously specified filter

To select an employee selectively, it is enough to click on the selected item of the list. It will be moved to the right side.

Adding an item in the “Project” field is done by entering the required phrase. The system will automatically suggest possible options. To confirm your choice, just click on the desired item. Only one element can be selected in the “Project” field.