Scheduling Calls and Activities

Users view relevant account information and schedule calls and activities from My Schedule:

• Viewing and Searching Accounts in My Schedule - Users can view and search accounts in My Schedule
• Filtering Accounts in My Schedule - To filter accounts, users select an account list or view
• Viewing Account Identifiers and Addresses in My Schedule - To help identify accounts, users can display the account identifier or address
• Scheduling Calls - Users can schedule calls from four views. Functionality and platform availability varies by view:
• Scheduling Calls in Agenda View or Day View
• Scheduling Calls in Week View
• Scheduling Calls in Scheduler View
• Scheduling Calls in Month View
• Referencing Office Best Times for Accounts - Users capture and reference Office Best Times on the account's Address page
• Scheduling Calls with Office Best Times - Office Best Times display in My Schedule to enable users to easily schedule calls at times that are convenient for the HCP
• Creating Calendar Entries in My Schedule - Users create calendar entries for non-call appointments