76 lines
4.7 KiB
HTML
Executable File
76 lines
4.7 KiB
HTML
Executable File
<!--
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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>Use the Calls page to view existing calls. The Call List displays information such as the subject, contact, and the related account for each call. </p>
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<ul>
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<p>The Calls Home page displays the following information:</p>
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<ul>
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<li>A Search sub-panel where you can enter the subject or the contact to search for a specific call. To perform an advanced search using additional fields, click the <span class="helpButton">Advanced Search</span> tab. To customize and save the search layout and results, click the <span class="helpButton">Saved Search & Layout</span> tab.
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<li>A list of existing calls along with related information such as names and phone numbers.</li>
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<ul>
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<li>To view details of a call, click its subject or the <span class="helpButton">View</span> icon adjacent to the user name.</li>
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<li>To update or delete multiple calls, select them from the list, and use the Mass Update sub-panel.</li>
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<li>To export one or more call records, select them from the list, click <span class="helpButton">Export</span>, and choose Selected Records. To export all the calls listed on the page or in the entire list, select Current Page and Entire List respectively.
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</ul>
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<li>A Shortcuts section that displays the following options:
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<ul>
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<li><span class="helpShortcut">Schedule Call</span>. Click this option to schedule a new call.
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<li><span class="helpShortcut">Schedule Meeting</span>. Click this option to schedule a new meeting.
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<li><span class="helpShortcut">Create Task</span>. Click this option to create a new task.
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<li><span class="helpShortcut">Create Note or Attachment</span>. Click this option to create a note or an attachment for a call, a meeting, or a task.
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<li><span class="helpShortcut">Create Archived Email</span>. Click this option to copy inbound and outbound emails for archival.
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<li><span class="helpShortcut">Calls</span>. Click this option to view and manage calls.
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<li><span class="helpShortcut">Meetings</span>. Click this option to view and manage meetings.
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<li><span class="helpShortcut">Tasks</span>. Click this option to view and manage tasks.
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<li><span class="helpShortcut">Notes</span>. Click this option to create or view notes.
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<li><span class="helpShortcut">Emails</span>. Click this option to view and manage your inbound and outbound emails.
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<li><span class="helpShortcut">Today</span>. Click this option to view your daily appointments in the calendar.
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</ul>
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<li> A Create Appointment quick form that you can use to enter the required information to create a meeting or a call. You can enter additional information after you save the record.
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