Call Activity

A call is a scheduled future activity that when completed, will automatically be included on a call note report. A call can be assigned against multiple record types.

Add a New Call

The quickest method to add a new call is by selecting the Add button from the Main Menu bar. However, a call can also be added from a source record also. Follow the steps below to add a new call.

1. From the Main Menu bar select Add, Call.

   

2. Enter the Call details.

   

   1. Subject (Required) – A brief subject for the call.
   2. Record Type – Select a Record Type that the call is associated with. Then start entering the record information to search for the record to associate with the Call. As an example, If the Call is associated with a company, start entering the company name and select from the list.

      

      1. Company (Default) – Associate the note with a company.
      2. Contact – Associate the note with a contact.
      3. Equipment – Associate the note with an equipment record.
      4. Sales Quote – Associate the note with a sales quote.
      5. Opportunity – Associate the note with an opportunity.
   3. Start Date – Select the Calendar icon for the date the call should be scheduled. Also select the Time icon for the scheduled time.
   4. Reminder – Set a reminder interval for a call.
   5. Duration – Estimated length of time required for a Call. The Default is 1 hour.
   6. Type (Required) – Select a type that best describes a call. NOTE: Types can be modified by a crmSeries Administrator.
   7. Purpose(s) – Select one or more purposes that best summarizes the purpose of a call. NOTE: Purposes can be modified by a crmSeries Administrator.
   8. Result(s) – Select one or more results that best summarizes the result of a call. NOTE: Results can be modified by a crmSeries Administrator.
   9. Attach File(s) – Select the Browse button (or drag and drop) to attach one or more files to a call note.
   10. Comments – Enter any comments for a call.
3. Select Save to save a call. Select Cancel to exit without saving a call.

Complete a Call

Completing a call in crmSeries is very easy. Follow the steps below to complete a call.

1. From the Main Menu bar select View, Open Activities.

   

2. The Open Activity list can be sorted by selecting a column header. Select the Upside-Down Triangle to the right of any column to filter by the column.
   
3. The Open Activities option can be selected to quickly filter the Open Activities.
   
4. To quickly complete a call from the Open Activity list, select the Pancake Menu for the call row to complete.
   

Another method to complete a call is from the Schedule View.

1. From the Main Menu bar, select View, Schedule.

   

2. The Schedule date range can be modified by selecting the Calendar and selecting a date.

   

3. Left click on a call in the schedule to open a summary panel.

   

4. Select the Pencil icon, to open the call in the edit view.
5. Set the Status to Completed.

   

6. Select the Save Button.