- Click on a time in the Diary in Calendar view or Add New Entry from List view.
- Ensure the Diary Entry Type is set to Call.
- Call Type
Select the desired Call Type from the list of available call types.
- Select Account
Select the account/s you wish to create a Call for for the chosen date.
- Start Date
The default start day will be the currently displayed date when the new entry has been added in 1 Day mode.
When using 5 Day, 7 Day and Month views, the default start date will be the first day of the week/month chosen.
- Start Time
If only 1 account has been selected, the Start Time will be the time chosen in Calendar view, or 12 AM when added through List view.
If more than 1 account has been selected, the Slot in Next Available will be enabled.
Specify how much time is anticipated spending on the call/s.
This default value can be updated via Change default settings.
If only 1 account was chosen, you can Save and Open the call.
This will save and immediately load the call created.
Adding a Call via the Diary Print
Modified on: Wed, Feb 17, 2021 at 8:24 PM
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