Calls List Layout

Background

The Calls List layout details the call records that have been scheduled for clients.

About this task

This topic will instruct you how to navigate to, understand the contents of, and the actions allowable from, the Calls List Layout

(Note: for this topic certain field values have been deliberately obscured in the screen-shots)

Prerequisites

Ensure that:-

You have logged onto strokeone, and that you can see and access the Sales and Marketing button in strokeone home banner.

Procedure

From the home banner, click Sales & Marketing and then Calls
The Calls List layout opens, with call records grouped and sorted by ascending Scheduled date values.

(Note: In the below sections/text, the numbers in (bold parenthesis) refer to the annotations in the above screen-shot)

(Note: for this topic certain field values have been deliberately obscured in the screen-shots)

Layout Composition & Actions Permissible

The layout is composed of the following elements

(1) Preference Toggle lights: the values for these lights are taken from the corresponding company and denote the following:-

Status: shows the status of the actual call. When a call is completed, this will update to green.
Do Not Call: whether a company should be contacted.
Newsletter: whether they should receive a mailshot newsletter.

(2) Data Fields for the Call Records

Field	Comments
Scheduled	The date the call is scheduled for.
Actual	The actual date the call occurred.
Type	The Type of call, i.e. PR Call, Cold Call etc.
Company	The company that the call is scheduled with. Note clicking in this field will invoke the Company Picker dialog and allow you to select a company.
Switchboard	The switchboard number for the company
Email	The email address for the contact that the company
First Contact	The contact person at the company. Note: clicking this will invoke the Contact Picker dialog allowing you to either a) select a contact that has been set up for the company b) create a contact for the company..
Direct Line	Phone number from the contact.
Mobile	Mobile number from the contact.
Email	The email address for the contact.

(3) Notes button: Clicking this will display a pop up form which :-

Displays / allows you to enter information regarding the call,
Close the call record, i.e.

Set the call record Status as complete
Optionally, schedule a future call record.
Click for example
Clicking the Notes button brings the following pop-up where details of the call can be recorded in the large text pane.

Closing the Call Record

Additionally, by clicking the Finish button at the bottom right of the pop-up

You being the process of closing the call:-

You will be prompted whether you wish to create a follow up call.

If you do:-
1. Enter the follow up call Date
2. Select the Type of the follow up call
3. Then click the Follow Up button.
If you do not wish to create a follow up call, then simply press the Finish button.

In both cases, once you make your choice, the current call will be closed, i.e. updated to a Status of Completed.(Green) and the Actual date field stamped with a timestamp of Today()

(4) Will navigate you to the corresponding Company Detail record

(5) Will navigate your to the Contact Detail record

(6) Scripted sort buttons. Clicking one of the buttons will cause the found set of records to be sorted by the criteria outlined on the button label text.

(7) Find Outstanding button: Clicking this will return a found set of call records where their Status <> Completed., sorted by descending Scheduled Date.

(8) Will allow you to add / schedule a record to call a company.
Dev: This add record function does not work as expected (Aug 2016) - bug raised