Calls Creation

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    The creation process of the Call

    The creation process of Calls is as follows:

    Navigation: Menu > Calls App > Listview > Create (+)  

    The fields which are in star mark are mandatory

    Create Calls

    Field Name Description Mandatory
    To Select the Calls recipient name from the list Yes
    Subject Enter the subject of the call Yes
    Message Enter the call’s message in the field Yes
    Series The system loads series as calls by default Yes
    Call Date Select the date and time of the call from the calendar Yes
    Alert Me Before Select the time(Mins) to get a reminder before the call Yes
    Documents User can upload the scheduled calls related documents in JPEG, PNG or PDF formats from the local storage No

    Apply all the required details and click on Save.

    in Calls
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