Introduction
Calls in an system can provide valuable insights and data that can be used to improve communication efficiency, customer service, and business operations. These calls can be tracked and recorded in the ERP system to facilitate billing, project management, and performance analysis.
Stage Workflow
| Field Name | Description |
| All | The data of all Calls will be displayed here |
| Active | Ongoing or in-progress calls |
| Completed | Calls that have been successfully finished |
| Rejected | Calls that were declined or not accepted |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Calls App.
Details
This widget contains summarized details of the Calls
| Field Name | Description |
| Subject | The subject of the call provided by the user is displayed. It refers to the brief summary or topic that is provided to indicate the main purpose or content of the call |
| Call Type | The type of call assigned is shown like outgoing or others |
| Duration | Duration of the call is displayed |
| Phone number | Phone number of the call receiver is displayed |
| To User name | It refers to the user/customer to whom the call is scheduled |
| Alert me before | The alert or reminder before the call is displayed. It refers to setting up a reminder or notification to be sent to recipient prior to a specified date or time for the scheduled call. |
| Documents | The Scheduled calls related documents are displayed |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Description |
| Comments | User can write short notes or comments about the Calls |
| Audit | |
| Created Date | The date when the Calls is created |
| Created By | The name of the person who created the Calls |
| Last Updated Date | The last stage changed of the Calls |
| Last Updated By | The name of the person who last updated the stage |
| Status | This section displays the current status of the Calls |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Calls Reports