The Log Call screen is configured for entering information about a phone call with a customer, prospect, etc. Here's how to log a call:
Fields | Description |
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Source | This field is disabled. It will show General if it came from module screens other than CRM and Help desk |
Subject | Required field. Subject of the event |
Contact | Default contact of the entity used in the transaction |
Entity | Entity used in the transaction |
Contact Email | Email of the selected contact |
Start | Start Date and Time of the Event |
End | End Date and Time of the Event |
Status | Status is a user-defined list (default to "Open"). This is a drill down link that opens the Status grid where the user can define anything they want.
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Priority | Priority is a user-defined list (default to "Normal"). This is a drill down link that opens the Priority grid where the user can define anything they want.
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Category | Category is a user-defined list. This is a drill down link that opens the Category grid where the user can define anything they want. |
Assigned To | Displays a list of i21 Users. This is defaulted to the Username of who is creating the Activity. |
Private | If enabled means this Activity should only be displayed for the user who created it. |
Company Loc | Drop down values should only display locations limited to user |
Activity No | A unique record number for the Activity that is auto assigned |
Related To | This field automatically populates if the Activity is created on a transaction screen |
Record No |
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Phone | Displays the selected Contact's phone number |
Mobile | Displays the selected Contact's mobile numbers |
Entity Loc | Displays the selected Contact's location |
Show Time As |
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Time Zone | Time zone based on the location |
Local Time | Local time on the user's machine |
LOB | Displays the Line of business of the entity |
Created By | Displays the Username who created the Activity |
Created | Displays the Date the Activity was created |
Details | Editor where the user can enter more details about the Activity |