Here you can create a call log which can be attached to such items as a project, quote or customer invoice. A call log generally contains a summary of a phone conversation you had held with your partner.
The classification of the CRM action.
This field cannot be modified.
The date the phone conversation was held.
Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.
The subject of the phone conversation.
Enter the text into the field.
A summary of the phone conversation.
Enter the text into the text box.
The person accountable for the call log. Depending on the company, the person could be either the individual who created the call log or the individual who had the phone conversation.
The nature of the phone conversation.
To select, click the drop-down list and select a type.
To create types, go to System > Configuration > System Values > CRM Types.
The urgency of the call log.
To select, click the drop-down list and select a priority.
The current status of the call log.
To select, click the drop-down list and select a status.
|To Be Done|
A task to be done in relation to the call log.
To add a task, click Plan Task.. When you click on this button, you are taken to a new page. For a description of the page, click here:
The items which you have associated to this call log.
To delete an item, click.
|Add Association For|
To associate this call log to another item.
To do so, click on the button of the item you want to associate this call log to. A new window with the Browse page appears. Select the item from the list. The item now appears in the Association section.