Calls

Use the Calls page to create a call. Use the Search fields in the Add Invitees sub-panel to find and invite users to participate in the call. The schedules of all the participants display in the Scheduling sub-panel.

The Call List on the Calls Home page displays information such as the subject, contact, related item, due date, and user for each call. To view the details of a call, contact, or related item, click the appropriate Subject, Contact, and Related To link respectively. From the detail page, you can edit, duplicate, and delete information.

Notes and Attachments

When you save the call, the Detail page displays the Notes sub-panel.