| # 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. Call lines The lines on the tabs refer to the following sessions: Attendee The lines on the Attendee tab refer to the Attendee (tccom6105m000) session. On this tab, you can add attendees to the call. Notes The lines on the Notes tab refer 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 The lines on the References tab refer to the References by Activity (tccom6115m000) session. On this tab, you can view and specify reference information for a call. Additional Attributes The lines on the Additional Attributes tab refer to the Attributes by Activity (tdsmi2101m000) session. On this tab, you can add attributes to the call. Related topics CRM – functionality 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. Related topics Synchronizing CRM contacts and activities to Microsoft Exchange Start Date The date and time the activity started. Duration The duration of the call expressed in hours and minutes. Hours 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. 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. 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 An activity type that specifies a call scheduled for a contact, business partner, opportunity, or activity that you want to track through completion. A call has invited attendees. 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. Related topics To use number groups and series Time Zone The time zone that is used in MS Exchange to show the correct time for a call. The time zone is retrieved from the user that creates and synchronizes the call. Done Completes the call and sets its status to Held. Follow Up Appointment Starts the Appointment (tccom6600m100) session in which you can enter a follow-up appointment for the call. Follow Up Call Starts the Call (tccom6600m200) session in which you can enter a follow-up call for the call. Follow Up Task Starts the Task (tccom6600m300) session in which you can enter a follow-up task for the call. Follow Up Email Starts the Email (tccom6600m500) session in which you can enter a follow-up e-mail for the call. |