Difference between revisions of "Module:Calls"

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Revision as of 11:04, 27 May 2021

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


Business Description

Missing User input

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

Name Type Short Description Affected Fields Initiating Fields Initiating Modules
Feature:Dashlet My Calendar Miscellaneous My Calendar dashlet is a feature of the HCM System that provides a clear overview of your work schedule, tasks, calls, and meetings. From here you can efficiently manage your time, make adjustments, and access event details with ease, ensuring better organization and productivity.
Feature:Dashlet My Calls Miscellaneous My Calls dashlet in MintHCM system is designed to assist recruiters in effectively overseeing and tracking their interactions with potential hires.

This dashlet provides a unified view of all calls records assigned to the user, streamlining calls management and enhancing productivity.

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
Projectone-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