72 lines
4.6 KiB
HTML
72 lines
4.6 KiB
HTML
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<!--
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/*********************************************************************************
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* SugarCRM is a customer relationship management program developed by
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* SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc.
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*
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* This program is free software; you can redistribute it and/or modify it under
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* the terms of the GNU General Public License version 3 as published by the
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* Free Software Foundation with the addition of the following permission added
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* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
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* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
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* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
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*
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* This program is distributed in the hope that it will be useful, but WITHOUT
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* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
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* FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
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* details.
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*
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* You should have received a copy of the GNU General Public License along with
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* this program; if not, see http://www.gnu.org/licenses or write to the Free
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* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
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* 02110-1301 USA.
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*
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* You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
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* SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com.
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*
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* The interactive user interfaces in modified source and object code versions
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* of this program must display Appropriate Legal Notices, as required under
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* Section 5 of the GNU General Public License version 3.
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*
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* In accordance with Section 7(b) of the GNU General Public License version 3,
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* these Appropriate Legal Notices must retain the display of the "Powered by
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* SugarCRM" logo. If the display of the logo is not reasonably feasible for
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* technical reasons, the Appropriate Legal Notices must display the words
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* "Powered by SugarCRM".
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********************************************************************************/
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/*********************************************************************************
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********************************************************************************/
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-->
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
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<h1>Calls</h1>
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<p>
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Use the Calls page to create a call. Use the Search fields in the Add Invitees sub-panel to find and invite users to participate in the call. The schedules of all the participants display in the Scheduling sub-panel.
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<p>The Call List on the Calls Home page displays information such as the subject, contact, related item, due date, and user for each call. To view the details of a call, contact, or related item, click the appropriate Subject, Contact, and Related To link respectively. From the detail page, you can edit, duplicate, and delete information. </p>
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<ul>
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<li>To create the call, enter required information such as the subject, start time and date, call type, and status.
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<li>To indicate the item record to which the call is related select the item, such as an Account or Opportunity, from the drop-down list and enter the record name in the adjoining field. You can also click <span class="helpButton">Select</span> to select the record from the Item list.
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<li>To set a default time for a reminder to alert users when the call is due, select the <span class="helpButton">Reminder</span> box. The system displays a pop-up reminder in the users' browser when the call is due.
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<li>To save the call information without sending out the invitation, click <span class="helpButton">Save</span>.
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<li>To send out invitations, click <span class="helpButton">Send Invites</span>.
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<li>To close the call and create a copy of it, click <span class="helpButton">Close and Create New</span>. The status of the closed call changes to Held; the status of the newly created call is, by default, set to Planned.
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<li>To exit the page without saving the information, click <span class="helpButton">Cancel</span>.
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<li>To view a list of calls or to search for a specific call, click <span class="helpButton">Calls</span> in the Shortcuts section.
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</ul>
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<h2>Notes and Attachments</h2>
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<p>When you save the call, the Detail page displays the Notes sub-panel.
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<ul>
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<li>To create a note or attach a document to the call, click <span class="helpButton">Create Note or Attachment</span>. On the Notes page, enter the text in the Note field and specify the team that is allowed to view it.
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<li>To add an attachment, click <span class="helpButton">Browse</span> to locate the file. When you save the note, it is associated with the call and sent out along with the invitation.
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<li>To view a list of notes, click <span class="helpButton">Notes</span> in the Shortcuts panel of the Activities module.</p>
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