Scheduling Calls

  • Browser (Classic)
  • iPad
  • Windows Tablet

To enable users to identify and plan the best uses of their time for a day, week, or month at a time, My Schedule enables users to quickly and easily schedule new calls and calendar entries. There are several ways to schedule calls in My Schedule, ranging from single call creation to filtering and drag and drop functionality.

By default, four different calendar views are available to accommodate users’ scheduling needs and preferences. Scheduling behavior and platform availability differ for each view. For more information on the differences between My Schedule views, see the topic for each view:

The following functionality is the same across all supported platforms and views:

Scheduling Calls in My Schedule

To schedule a call from all platforms and views:

  1. Select the plus icon in the calendar header.
  2. Select the call option.

iPad users must drag and drop the account name onto the weekly calendar to create a new call report.

A new Call2_vod is created for the call. If Restricting Calls by Account is enabled, users are prevented from creating calls for restricted accounts.

Warning Messages

Warnings, for example, call schedule conflicts or attendee warning messages, display in a warning box at the top of the Call Detail popover screen in My Schedule.

Showing or Hiding Weekends

To customize their view of the My Schedule calendar, users can show or hide weekends:

  • iPad users and Windows Tablet users - select the gear icon in the upper right corner, then toggle the Show Weekend switch
  • Browser users - select the Show Weekend or Show Work Week option in the calendar header

In Week View and Scheduler View, iPad users have the additional option to display one week or two weeks at a time.

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