5 Using Total Enterprise CRM > 5.7 Calendar > How to work with Calendar?

A "Call" is a way to record, plan and track telephone calls to allow a full detailed history of the interaction with the customer to be kept. There are two types of call:

•	Scheduled – the call should take place at a specific time and date; for example you have scheduled to call a customer at a particular time.

•	Unscheduled – the call is one of many calls you plan to make (for example, an outbound telemarketing campaign) with no specific time set to make it (sort of like a “to-do” type telephone call).

Scheduled calls will appear in the calendar, and if the MS Exchange Synchronization is used will automatically Synch to Outlook and blackberry/PDA’s . It is possible to relate calls to people, contacts or marketing campaigns for subsequent reporting purposes.

To develop more relations with a company/contact you can schedule a new call by following these easy steps:

Step 1: Select 'Schedule Call'

On ribbon, click the "Calendar" tab.

Under Schedule group, select "Schedule Call".

Note:

To edit any existing call, double-click that call from grid under "My Calls" command and then move to Step-2.

Step 2: Fill the Form

►	Tabs for Call

The call form contains all of the information related to a call, broken down into several tabs. These tabs are located in upper pane and described here:

General Info: Here you can enter general info like subject, description and company/contact you are calling to.

Phone Numbers: Phone numbers to make call

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

►	Interaction-History for Call

At the bottom of the screen you can see a set of tables which contain related records (only one type of records are present in one column). This table is called grid. On the grid you can quickly see the main details of the record and also see who created it, when it was created and the subject etc. If you need to edit any record – a quick double click will launch an editor/form for editing.

The grid located in the bottom pane of above screen stores interaction-history, broken down into few more tabs. These tabs are contacts, attendees and notes for this call.

Note:

To avail additional options under any grid, right-click inside of that grid and choose desired option from context menu. Alternatively:

Click anywhere inside the grid and choose from any of available options from quick-access toolbar appeared above the ribbon.

►	More Actions for Call

Using the ribbon commands of above window, you can further interact with this instance. To do so, you can choose any of the actions listed below:

-	How to add a note/attachment?

-	How to add a new opportunity?

-	How to add a contact?

-	How to schedule a meeting with a company?

-	How to add a task/attachment to a company?

-	How to merge Email?

-	How to merge Fax?

-	How to merge SMS?

-	How to assign tag to this call?

Although some of these actions are described for "Company" but same technique can be applied to "call".

Note:

Since these options are on the call screen, Total Enterprise CRM assumes that if you create a note, project, email or any other action from this screen, it is automatically related to the previously selected instance. This theme continues throughout the CRM system to reduce unnecessary data entry.

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs, to save this data, choose any one option on ribbon:

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.