Introduction

Phone Calls can be used to track one-to-one conversations. The person calling can maintain an account and contact person to log an external call or an employee (i.e. another user) to log an internal call.

The user creating a phone call is maintained as the organizer, priority is defaulted to ‘Medium’ and the status is set to ‘New’. All fields including their values can be localized.

Configuration

The status for activities of type ‘Phone Call’ can be configured under ‘Administration’ -> ‘Master Data Management’ -> ‘Activity Phone Call Status’:

*NOTE: Currently, the status cannot be changed; a future release will cater for the same.