The Calls module allows you to schedule and log a record of inbound and outbound calls that you are a participant in. Calls can be related to Accounts, Contacts, Leads, Opportunities, and Cases, and invitees can be notified by email.
Direction: whether the call is Inbound or Outbound.
Status: Planned (upcoming), Held (completed), or Not Held (cancelled).
Date & Time / Duration: when the call starts and how long it runs (hours and minutes).
Related To: links the call to a parent record such as an Account, Contact, Lead, Opportunity, or Case. This determines which record’s History sub-panel the call appears in.
Reminders: popup and email reminders can be set to alert invitees before the call starts.
Repeat Type: calls can be set to recur Daily, Weekly, Monthly, or Yearly, with configurable interval, day-of-week, and end conditions (repeat until date or fixed number of occurrences).
From a Call record you can view and manage:
Invitees: users, Contacts, and Leads added as participants. Invitees can be emailed directly from the record.
Related record: the Account, Contact, Opportunity, Case, or other record the call is logged against.
For information on working with sub-panels and relationships, see Relationships and Subpanels.
For standard record operations including searching, editing, duplicating, and closing, see Record Management.
You can reschedule a Call that has a Direction of Outbound and a Status of Planned using the Reschedule option on the Call’s Detail View. Selecting it opens a panel where you can set the new date and time, and optionally select a reason for rescheduling from the drop-down list. Click Save to confirm — the call is updated to the new date and time, and a reschedule entry is recorded. You can view the full reschedule history on the Reschedule tab of the Call’s Detail View.
The reasons available in the Reschedule panel can be customised by a system administrator using the drop-down editor (drop-down list: call_reschedule_dom).
When scheduling a Call, you can send email invitations to the invitees.
In the invitees section:
Search for the invitees you want to add to the Call.
Select the invitees from the search results and click Add.
Once you have added all the invitees and entered the call details, click Save & Send Invitations.
This saves the Call record and sends email invitations to all the invitees added to the Call.
Two email RSVP types are available for invitations: ICS RSVP and Link RSVP. The RSVP type is configured by a system administrator in config.php or config_override.php by setting the email_calendar_invite_type configuration variable to either rsvp_ics or rsvp_links.
ICS RSVP: the email invitation contains an ICS calendar file that invitees can use to add the Call to their own calendar application. Accepting or declining through this file does not update the acceptance status in the Call record in SuiteCRM.
Link RSVP: the email invitation contains links that invitees can use to accept or decline the Call directly. These links update the acceptance status in the Call record in SuiteCRM.
The Meetings module allows you to create a record of any meeting you have been involved in. The meeting scheduler allows you to invite attendees, send email invitations, set reminders, schedule recurring meetings, and relate meetings to Accounts, Contacts, Projects, and many other modules.
Status: Planned (upcoming), Held (completed), or Not Held (cancelled).
Location: the venue or address where the meeting takes place.
Date & Time / Duration: when the meeting starts and how long it runs.
Related To: links the meeting to a parent record. This determines which record’s History sub-panel the meeting appears in.
Type: identifies whether this is a standard meeting or one run through an external conferencing tool (WebEx, GoToMeeting, etc.).
Password / Join URL: for virtual meetings, these store the access credentials and joining link for attendees.
Reminders: popup and email reminders can be set to alert invitees before the meeting starts.
Repeat Type: meetings can be set to recur Daily, Weekly, Monthly, or Yearly, with configurable interval, day-of-week, and end conditions.
From a Meeting record you can view and manage:
Invitees: users, Contacts, and Leads added as participants.
Related record: the Account, Contact, Opportunity, Case, or other record the meeting is logged against.
For information on working with sub-panels and relationships, see Relationships and Subpanels.
For standard record operations including searching, editing, duplicating, and closing, see Record Management.
To reschedule a meeting, edit its Start Date & Time field from the Edit View.
When scheduling a Meeting, you can send email invitations to the invitees.
In the invitees section:
Search for the invitees you want to add to the Meeting.
Select the invitees from the search results and click Add.
Once you have added all the invitees and entered the meeting details, click Save & Send Invitations.
This saves the Meeting record and sends email invitations to all the invitees added to the Meeting.
As with Calls, two email RSVP types are available for invitations: ICS RSVP and Link RSVP, configured by a system administrator using the same email_calendar_invite_type setting.
ICS RSVP: the email invitation contains an ICS calendar file that invitees can use to add the Meeting to their own calendar application. Accepting or declining through this file does not update the acceptance status in the Meeting record in SuiteCRM.
Link RSVP: the email invitation contains links that invitees can use to accept or decline the Meeting directly. These links update the acceptance status in the Meeting record in SuiteCRM.
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