The update process of Calls is as follows:
Navigation: Menu > Calls App > Listview > Edit (Pencil Icon)
If user wants to update the already existing Calls details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details
Edit Calls
Field Name | Description |
To | By default the system shows user/customer to whom the call is scheduled; if user wants to change it; select the Calls recipient name from the list |
Subject | By default the system shows subject of the call; if user wants to change it; enter the subject of the call in the field |
Message | By default the system shows the message of the call; if user wants to change it; enter the call’s message in the field |
Series | The system loads series as calls by default |
Call Date | By default the system shows the scheduled date and time of the call; if user wants to change it; select the date and time from the calendar |
Alert Me Before | By default the system shows the alert time in minutes; if user wants to change it; select the time(Mins) to get a reminder before the call |
Documents | User can upload the scheduled calls related documents in JPEG, PNG or PDF formats from the local storage |
Apply all the required changes and click on Save.