Scheduling a Call

You can schedule a call for a specific customer from multiple locations within ID MobileAccess.

At minimum, all newly scheduled calls must have a Customer, Start Date, Time, Category, Type, Reason and Description configured.

If the Start Date and Time you select for the call has already passed, then you are forced to add a Result for the call and it is automatically added to the Call History screen as a historical call.

If you do not specify a Contact for the call, the system automatically schedules the call using the selected customer's primary contact.

From the Customer Detail Screen

To schedule a call from the Customer Detail screen, simply tap the Sub Menu icon and select Add Call from the drop down list. In the Add Call window, enter the details of the call and tap Add Call to return to the Customer Detail screen.

The call is listed on the Call Scheduling screen for the selected date unless the date has already passed, in which case it is listed on the Call History screen as a historical call.

From the Call Scheduling or Call History Detail Screens

To schedule a call from the Call Scheduling or Call History Detail screens, tap the Add Call icon to open the Add Call window. In the Add Call window, enter the details of the call and tap Add Call to return to the Call Scheduling or Call History Detail screen.

To view any newly scheduled calls on the Call Scheduling screen, enter the date of the call in the Date field or tap the Filter icon and enter the Customer number, Salesperson or Category for the call and tap Apply. The Call Scheduling screen filters the results accordingly.