Create a new Call

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Revision as of 08:36, 1 June 2021 by Zajacl (talk | contribs)

Info
Process Name Create a new Call
Process Type ⧼ev-Business Process⧽
Related Processes
Related Modules Calls, Resources
Create a new Call

Short Description

Process of create and managment new call


Description

The system offers a module where the user can plan phone calls related to records from other modules such as Task, Project Task, Recruitment, Candidate, Candidature, Offboardings, Onboardings. A useful function of the module is adding interested users or candidates to the interview record along with sending an invitation to the interview and setting a reminder about the event.

1. The basic function of the module is the creation of a phone call record.

Calls - Create new call

Fields in the create Calls view

  • Subject - Topic of phone call
  • Start Date and Time - date and time when the phone call will take place
  • Duration - duration of the phone call
  • Reminders - the field in which the user sets the type of call reminder and to whom it is to be addressed
  • Description - a field where the user can enter a description for the conversation, e.g. purpose or course of the conversation
  • Assigned to - user whom the call is assigned to
  • Status -

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