Calls

From MintHCM Wiki

Calls
Name: Calls
Tech Name: Calls
Class Name: Call
Type: Standard
Template: Security_groups, Assignable, Basic
Custom Module: No
Auditable: No
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

A module in which the user can create a phone call associated with a record from another module, add call participants, reserve a resource in the form of, for example, a room in which the call will take place and set a reminder about the upcoming call.


Screens
  1. Calls-Create.new.call.png
  2. Calls-Reservations.Calendar.png
  3. Calls-list.view.png


Business Description

This module allows the user to schedule phone calls that are associated with a specific record from other modules such as:

  • Task
  • Project Task
  • Recruitment
  • Candidate
  • Candidature
  • Offboardings
  • Onboardings

When creating a new telephone conversation, the user can enter the subject of a specific conversation and specify whether it is an incoming or outgoing call. It is also possible to set the date and time when the interview will take place. A very important functionality of the module is the Add Invitees / Resources panel. In this panel, the user is able to add other people interested in a phone call and resources that are added in the system, e.g. the room where the call will take place. After adding interested users and resources, the Schedules panel shows information about the availability of people and resources on the day of the call. Another interesting functionality of the module is reminding the intersants about the upcoming conversation. The user creating the interview can also send interview invitations to added users or recruiters. After the conversation, the user is able to change the status of the record from planned to held, or if the conversation did not take place for various reasons, it can be changed to Not held. After creating a record with a scheduled interview, the user is able to change the date at any time with the button located in the detailed view of the record. For each interview, it is possible to check information about the record by looking at the available subpanels in which users, candidates and resource reservations are visible.

Custom Actions

Processes

Related Processes

ProcessShort Description
Add call/meeting reminder processThe process of creating a reminder in the form of a popup or e-mail that informs participants about a potential phone call or meeting.
CalendarIt is a functionality that allows the user to manage and track time in terms of meetings, working times, calls, holidays.
Create a new CallProcess of create and managment new call
Resource ManagementAssets management and resources booking
Time ManagementThe process of planning the time spent on various activities, which aims to increase the efficiency of the time used

Related Process Steps

Related Features

Affected by

Initiating

Related Integrations


Structure

Fields

Relationships

LaftTypeRightShort DescriptionRelationship
Callsone-to-manyNotesFlex relate used in CallRelationship: Calls - Notes
Callsone-to-manyReservationsFlex relate used in CallRelationship: Calls - Reservations
Candidatesone-to-manyCallsFlex relate used in CandidateRelationship: Candidates - Calls
Candidaturesone-to-manyCallsFlex relate used in CandidatureRelationship: Candidatures - Calls
Projectsone-to-manyCallsFlex relate used in ProjectRelationship: Project - Calls
Project Tasksone-to-manyCallsFlex relate used in Project TaskRelationship: ProjectTask - Calls
Recruitmentsone-to-manyCallsFlex relate used in RecruitmentRelationship: Recruitments - Calls
Usersone-to-manyCallsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Calls
Usersone-to-manyCallsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Calls
Usersone-to-manyCallsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Calls

Mentioned in other articles


Technical Description

Dev Notes