Calls

The Calls module in SuiteCRM allows Users to schedule and log a record of inbound and outbound calls that they may be a participant of.

Calls Actions

You can access the Calls actions from the Calls module menu drop down or via the Sidebar. The Calls actions are as follows:

  • Log Call – A new form is opened in Edit View to allow you to create a new Call record.

  • View Calls – Redirects you to the List View for the Calls module. This allows you to search and list Call records.

  • Import Calls – Redirects you to the Import Wizard for the Calls module. For more information, see Importing Records.

To view the full list of fields available when logging a Call, See Calls Field List.

Managing Calls

  • To sort records on the Calls List View, click any column title which is sortable. This will sort the column either ascending or descending.

  • To search for a Call, see the Search section of this user guide.

  • To update some or all of the Calls on the List View, use the Mass Update panel as described in the Mass Updating Records section of this user guide.

  • To duplicate a Call, you can click the Duplicate button on the Detail View and then save the duplicate record.

  • To close a Call, click on the 'x' icon on the Calls List View. You can also close a Call by clicking the Close button on the Detail View of a Call. You can also click the Close and Create New button. This will close the Call you are viewing and redirect you to the Edit View to create a new record.

  • To Reschedule a call, you can click the Reschedule button on the Detail View of a Call. For a detailed guide on rescheduling calls, see the Reschedule section of this user guide.

  • To delete one or multiple Calls, you can select multiple records from the List View and click delete. You can also delete a Call from the Detail View by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.

  • To view the details of a Call, click the Call Subject in the List View. This will open the record in Detail View.

  • To edit the Call details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.

  • For a detailed guide on importing and exporting Calls, see the Importing Records and Exporting Records sections of this user guide.

  • To track all changes to audited fields, in the Call record, you can click the View Change Log button on the Call Detail View or Edit View.

Sending Call email Invitations

When scheduling a Call, you can send email invitations to the invitees.

In the Add Invitees section:

  • Search for the invitees you want to add to the Call.

  • Select the invitees from the search results and click the Add button.

  • Once you have added all the invitees and all the info for the call is filled, click Save & Send Invitations

This will save the Call record and send email invitations to all the invitees added to the Call.

RSVP types for Call invitations

RSVP configuration

Two email RSVP types are available for invitations:

  • ICS RSVP

  • Link RSVP

The RSVP type can be configured in the config.php or config_override.php file by setting the email_calendar_invite_type configuration variable to either rsvp_ics or rsvp_links.

ICS RSVP

When the ICS RSVP type is selected, the email invitation will contain the ics calendar file that the invitees can use to add the Call to their own calendar application. Upon receiving the invitation, invitees can accept or decline the Call. However, accepting or declining the Call through the RSVP (see example below) will not update the acceptance status in the Call record in SuiteCRM.

call-email-rsvp-ics-example.png

When the Link RSVP type is selected, the email invitation will contain links that the invitees can use to accept or decline the Call. Upon receiving the invitation, invitees can accept or decline the Call by clicking on the RSVP links (see example below). These links will update the acceptance status directly in the Call record in SuiteCRM.

call-email-rsvp-links-example.png

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