Calls

This chapter explains the Calls functionality. You can use calls to notify the back office of:

  • Additional work
  • Opportunities at customer site
  • Any other communications

All calls you have created and which status is not yet Solved or Accepted will be visible in the list.

You can perform following actions:

  • Adding a call by clicking the + button. Specify all required information and click on Add Call (Windows) or on Save (Android/iOS). Note that the Reported Time is defaulted with the current date and time.
  • Editing a call by clicking the option Edit for a selected call. Specify the modifications and click on Update Call (Windows) or on Save (Android/iOS). Note that you can only update Calls with status Registered, Assigned or In Process. The reported time cannot be modified after the call has been synchronized with Infor LN.
  • Deleting a call clicking the option Delete for a selected call. A call can only be deleted if its status is Registered.