<!-- /********************************************************************************* * SugarCRM is a customer relationship management program developed by * SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc. * * This program is free software; you can redistribute it and/or modify it under * the terms of the GNU General Public License version 3 as published by the * Free Software Foundation with the addition of the following permission added * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS. * * This program is distributed in the hope that it will be useful, but WITHOUT * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS * FOR A PARTICULAR PURPOSE. See the GNU General Public License for more * details. * * You should have received a copy of the GNU General Public License along with * this program; if not, see http://www.gnu.org/licenses or write to the Free * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA * 02110-1301 USA. * * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road, * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com. * * The interactive user interfaces in modified source and object code versions * of this program must display Appropriate Legal Notices, as required under * Section 5 of the GNU General Public License version 3. * * In accordance with Section 7(b) of the GNU General Public License version 3, * these Appropriate Legal Notices must retain the display of the "Powered by * SugarCRM" logo. If the display of the logo is not reasonably feasible for * technical reasons, the Appropriate Legal Notices must display the words * "Powered by SugarCRM". ********************************************************************************/ /********************************************************************************* ********************************************************************************/ --> <h1>Calls</h1> <p> 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. </p><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> <ul> <li>To create the call, enter required information such as the subject, start time and date, call type, and status. </li><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. </li><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. </li><li>To save the call information without sending out the invitation, click <span class="helpButton">Save</span>. </li><li>To send out invitations, click <span class="helpButton">Send Invites</span>. </li><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. </li><li>To exit the page without saving the information, click <span class="helpButton">Cancel</span>. </li><li>To view a list of calls or to search for a specific call, click <span class="helpButton">Calls</span> in the Shortcuts section. </li></ul> <h2>Notes and Attachments</h2> <p>When you save the call, the Detail page displays the Notes sub-panel. </p><ul> <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. </li><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. </li><li>To view a list of notes, click <span class="helpButton">Notes</span> in the Shortcuts panel of the Activities module.<p> </p> </li></ul>