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Table of contents
No headersThe following table contains the Personal Calls field descriptions.
| Field | Description |
|---|---|
Date | The date on which the call record was made. Select the Clock button and choose the date of the call. |
Details | Details of the call's subject. |
Follow-Up By | Optionally, select a date by which you want to follow up on the phone call. If you select a date here, the call record line item in the log is highlighted in light orange until a date is selected for the Resolved date. If the Follow-Up By date is before the current date, then a flag displays in the log next to the call entry until the Resolved date is entered. |
From | The contact who placed the call. See Select the contacts. |
Project | The project associated with the call. Optionally, Select a project to associate with the call. By doing so, the call record displays in the Project Calls log. |
Resolved | The date on which the Follow-Up of the call was resolved. |
Show Voided | Select this checkbox to display the voided as well as the active call records. |
Show Calls From Me | Select this checkbox to filter the log displaying only records of Outgoing Calls made by you. |
Show Calls To Me | Select this checkbox to filter the log displaying only records of Incoming Calls made to you. |
State | The state of the call record:
|
Status | The status of the call. This value is derived from the Call Lookup Table in Maintenance |
Subject | The subject of the call. Calls associated with a project and calls marked as confidential only display for users with Administrator permission or the record's author in the Project Calls module. |
Time | Select the calendar button and choose the time of the call. |
To | The contact who received the call. Select the contacts to whom you placed the call. Notify: Select this checkbox tp send a notification of the call record to the recipient's Inbox. Users can only be notified of Active and Locked call records. Incoming Call: Select this radio button to move the contact name(s) from the To field to the From field. |
View Options | Enables you to define the layout of the call entry record. |
