Setting the Next Call Date for a Contact

While you can schedule a call activity from the Activities Summary screen of the Calendar feature, you can also quickly schedule the next call date for a contact directly from their record. Once scheduled, the call will appear on the record's Summary tab, and on the Activities Summary screen reminding you to perform it.

To schedule the next call date:

1. Open the record you want to work with. How?

   • Contact Record: From the Main Menu bar, go to Contacts > Contacts Summary. Click the contact's row to open their contact record.

2. Click the Summary tab.

3. From the Next Call/Appointment section on the right, click the Add Call icon.

4. Enter the call's details. More Info:

   1. 1. Select a Description from the drop-down list, or enter one in the text box. To add a description to the drop-down list for future use, click the Add link and specify a value.

      2. Enter a Date manually or use the date pop-up control.

      3. If you are a member of a team or group account, from the Assigned to drop-down list, select the team member you want to assign this call to.

5. Click Save Call to return to the contact record, or Save & View Call to enter additional details on the Activity Details screen.

The call activity is created. The call appears on the record's Summary tab, and on the Activities Summary screen reminding you to perform it.