Steps
- Add a new diary entry.
- Ensure the Call option is selected from the Add Diary Entry page.
- Select Account.
Select the account/s you wish to create a Call for for the chosen date. This can be achieved with the alphabet grid or the search and filter options which is faster and the encouraged approach.
Group: There is the ability to filter all search results by groups including Coverage.
Trip Zone. When a trip zone has been applied to a date, the New Entry screen will have an option to search Accounts by trip zones.
- Call Type.
Choose from the list of available call types. - Select Date.
Choose a date or leave it unchanged. The default date will always be the currently selected day. - Next Available.
Specify if you wish to schedule the call for a certain time or prefer it to be added into the next available time slot. - Start Time.
Depending on what was decided in the above step, you can set the call start time. - Duration.
Specify how much time you anticipate spending on this call. - Save / Save & Open.
If the call needs to be created and started immediately then select Save & Open to load directly into it, but if the intention is to attend to it at a later time or day, then choose Save instead to add it and return to the diary.