The date on which the call record was made. Select the Clock button and choose the date of the call.
Details of the call's subject.
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.
The contact who placed the call. See.
The project associated with the call. Optionally,to associate with the call. By doing so, the call record displays in the Project Calls log.
The date on which the Follow-Up of the call was resolved.
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.
The state of the call record:
The status of the call. This value is derived from the Call Lookup Table in MaintenanceData Maintenance Module Setup.
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.
Select the calendar button and choose the time of the call.
The contact who received the call.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.
Enables you to define the layout of the call entry record.