|
How to view all calls associated to your account? |
  
|
|
How to view all calls associated to your account? |
|
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 view list of calls associated to "your" account in CRM system, follow these easy steps:
Step 1: Select 'My Calls'
On ribbon, click the "Activity" tab.
Under Calls group, select "My Calls".
Step 2: View the List
Here you can view the list of all calls that belong to your account of CRM system.
Below the ribbon of above 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. etc.
Note:
If you need to edit any existing record shown in this grid – a quick double-click will launch an editor/form for editing. Click 'Save & Close' when you have done.
| ► | More Actions for Calls |
In Total Enterprise CRM calls are listed in a grid; using remarkable features of this grid, you can further interact with these calls. To do so, choose any of the actions listed below:
Calls are listed in a sortable, flexible grid. You can sort these calls either in ascending or descending order. You can also perform search techniques using CRM grid to exactly find the call you are looking for. For details:
To observe calls in a grouped view, you can group them by any desired field. For details:
Tags are used as a way to classify calls in an ad-hoc way, where it may not make sense to add additional fields into the CRM System. Calls in database may be tagged to help organize them. New tags are simple to create, and you can filter any grid by tags to show desired calls. Similarly, you can easily remove any tag that you have already assigned to a call. For details:
Importing and exporting records in calls can be performed quickly and easily from/to Excel sheet to/from any grid in the CRM system. For details:
Printing any set of records is very easy in Total Enterprise CRM like printing in Microsoft Word. For details:
To quickly manipulate records, you can use split-view to observe list of calls and their data at same location. For details:
The common actions like copy or delete a call, select all calls, refresh calls and create a new call or open an existing one are also available within this grid. For details:
Note:
Some features are same for every grid under any tab you see in the Total Enterprise CRM system. These are:
. Copy, delete or refresh records and create a new or open an existing record.
. Sorting, searching and grouping records
. Assigning/removing tags & filtering by tags
. Exporting and importing records
. Printing any set of records
. Split-View to view list of items and data