Adding a new Call
To add a new call:
- Click Add on the Activities list screen and select Call. The Call screen is displayed.
- Specify this information:
- Subject
- A short description of the call.
- Information
- The information related to the call.
- Status
- The call status, which informs you about the progress of
the call. Possible values:
- Planned
- Held
- Not Held
- Business Partner
- The name of the business partner for whom the call is made.
- Start Date
- The date on which the call is started.
- Start Time
- The time at which the call is started.
- Reminder
- If this check box is selected, a reminder is set for the call.
- Reminder Time
- The specific time to trigger the reminder before the start of the call.
- Reminder Type
- The type of the reminder.
- Duration
- The planned duration of the call.
- Direction
- Indicates whether the call is incoming or outgoing.
- Show time as
- An attendee's status during the time period of the call.
Possible values:
- Free
- Busy
- Tentative
- Out of Office
- Attendees
- The attendance for the specified appointment.Note:
- To add a new attendee, you can open Attendees and click Add. By default, the user who creates the call is added as the Meeting Organizer.
- You can press and hold on the Attendees list to access the options to select and delete an attendee.
- Attachments
- The documents linked to the call. You can capture an image or a video to upload or select an existing image, video or any file.
- Click Save.