Call (tccom6600m200)

Use this session to view, enter, and maintain calls.

A call can be linked to a (combination of) contact, business partner, opportunity, or activity.

You can start this session from the Activities (tccom6100m000) overview session, by double-clicking a record of the Call type , or by clicking New Call or Follow Up Call on the appropriate menu. You can also start this session stand-alone.

Tabs

The lines on the tabs refer to these sessions:

  • Attendee

    Refers to the Attendee (tccom6105m000) session. On this tab, you can add attendees to the call.

  • Notes

    Refers to the Notes (tcstl1550m000) session. On this tab, you can view, enter, and maintain the notes that are linked to the call. If you double-click a line or enter a new note on this tab, the Note (tcstl1650m000) session is started.

  • References

    Refers to the References by Activity (tccom6115m000) session. On this tab, you can view and specify reference information for a call.

  • Additional Attributes

    Refers to the Attributes by Activity (tdsmi2101m000) session. On this tab, you can add attributes to the call.

Field Information

Subject

Enter a short description of the call.

Synchronize

If this check box is selected, the call must be synchronized with the attendees' calendar events in Microsoft Exchange.

This check box is only visible if the Synchronize Activities check box is selected in the COM Parameters (tccom0000s000) session.

Note: 

This check box is only available if, in the Attendee (tccom6105m000) session:

  • An attendee is entered for whom the Attendance field is set to Meeting Organizer.
  • The Invite check box is selected for one or more attendees other than the Meeting Organizer.
  • The attendee's E-mail field is filled.

Start Date

start date

Duration

The duration of the call expressed in hours and minutes.

Duration Minutes

The duration of the call expressed in hours and minutes.

Reminder

If this check box is selected, a reminder is set for the call.

Reminder Value

The amount of time before the call that you want the reminder to appear.

Reminder Type

The amount of time before the call that you want the reminder to appear.

Show Time As

An attendee's availability status during the time period of the call.

Contact

The contact for whom the call is made.

Business Partner

The business partner for whom the call is made.

Phase

The phase in the sales process for which the call is made.

Linked Activity

The activity for which the call is made.

Information

Use this field to add text to the call.

Status

The call status, which informs you about the progress of the call.

Allowed values

Completed

For activities of the Mailing type, the status is set to Completed, by default.

Direction

Define whether the call is incoming or outgoing.

Organizer

The employee who organizes the call.

Note: This field is filled with the attendee for whom the Attendance field is set to Meeting Organizer in the Attendee (tccom6105m000) session.
Call

call

Created by

The user who created the call.

Creation Date

The date on which the call is created.

Last Modified by

The user who last modified the call.

Last Modification Date

The last date on which the call is modified.

Series

The series used for the call.

Default value

The Series for Calls from the COM Parameters (tccom0000s000) session.

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