Use the Calls page to view existing calls. The Call List displays information such as the subject, contact, and the related account for each call.
The Calls Home page displays the following information:
A Search sub-panel where you can enter the subject or the contact to search for a specific call. To perform an advanced search using additional fields, click the Advanced Search tab. To customize and save the search layout and results, click the Saved Search & Layout tab.
A list of existing calls along with related information such as names and phone numbers.
To view details of a call, click its subject or the View icon adjacent to the user name.
To update or delete multiple calls, select them from the list, and use the Mass Update sub-panel.
To export one or more call records, select them from the list, click Export, and choose Selected Records. To export all the calls listed on the page or in the entire list, select Current Page and Entire List respectively.
A Shortcuts section that displays the following options:
Schedule Call. Click this option to schedule a new call.
Schedule Meeting. Click this option to schedule a new meeting.
Create Task. Click this option to create a new task.
Create Note or Attachment. Click this option to create a note or an attachment for a call, a meeting, or a task.
Create Archived Email. Click this option to copy inbound and outbound emails for archival.
Calls. Click this option to view and manage calls.
Meetings. Click this option to view and manage meetings.
Tasks. Click this option to view and manage tasks.
Notes. Click this option to create or view notes.
Emails. Click this option to view and manage your inbound and outbound emails.
Today. Click this option to view your daily appointments in the calendar.
A Create Appointment quick form that you can use to enter the required information to create a meeting or a call. You can enter additional information after you save the record.