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IPedge
Using Companion Applications
IPedge UG 06/11 TOSHIBA 209
action could be anything, but typical uses would probably be to open a Journal
entry or pop up an after-call survey form to take notes on the call.
Adding Calls to
the Dialer
Adding/Changing a
Call Record
Calls can be added manually, imported or use drag-and-drop techniques as
explained below. First, a call can be manually added or changed at any time by
double clicking on a call in the dialer list. The telephone number must be entered a
name being called and optionally an Account Number and any Subject as needed.
The call can be scheduled by date or elapsed time. The default date is “Today”,
but any date can be entered or a Calendar button is provided to pick a date for the
call. Any time can be entered or any elapsed time frame can be entered. The pull
down list shows some common elapsed times for placing the call. The call record
will need to be enabled to be dialed at the appointed time.