Scheduled Calls

The Scheduled Calls screen can be accessed from the Customer Portal screen by clicking on the More link on the Scheduled Calls view, or by clicking on the Access Scheduled Call(s) link on the Edit Contact screen.

Note:  
If the Scheduled Calls view does not appear on the Customer Portal screen, you can add it from the Customer Portal Sequencing screen by clicking on the Personalize Portal link.

The Scheduled Calls screen displays all scheduled calls assigned to the customer currently logged into the customer portal.

The following is a description of the Information fields that appear on the Scheduled Calls screen:

Information
Field	Description
Name	The customer's name.
Business Phone Number	The customer's business phone number.
Salesperson	The salesperson assigned to the customer's profile.

The following is a description of the fields that appear on the Scheduled Calls screen:

Field	Description
Date/Time	The date and time the call has been scheduled to occur.
Salesperson	The salesperson responsible for completing the call.
Category	The category the call falls under. The name of the customer's contact.
Type	The type of call. The call description/details.
Reason	The reason for the call.

The following button allows you to complete your work on the Scheduled Calls screen:

Button	Function
Close	Closes the Scheduled Calls screen and returns to the Customer Portal screen.