The Calls module in SuiteCRM allows Users to schedule and log a record of inbound and outbound calls that they may be a participant of.

Calls Actions

You can access the Calls actions from the Calls module menu drop down or via the Sidebar. The Calls actions are as follows:

  • Log Call – A new form is opened in Edit View to allow you to create a new Call record.

  • View Calls – Redirects you to the List View for the Calls module. This allows you to search and list Call records.

  • Import Calls – Redirects you to the Import Wizard for the Calls module. For more information, see Importing Records.

To view the full list of fields available when logging a Call, See Calls Field List.

Managing Calls

  • To sort records on the Calls List View, click any column title which is sortable. This will sort the column either ascending or descending.

  • To search for a Call, see the Search section of this user guide.

  • To update some or all of the Calls on the List View, use the Mass Update panel as described in the Mass Updating Records section of this user guide.

  • To duplicate a Call, you can click the Duplicate button on the Detail View and then save the duplicate record.

  • To close a Call, click on the 'x' icon on the Calls List View. You can also close a Call by clicking the Close button on the Detail View of a Call. You can also click the Close and Create New button. This will close the Call you are viewing and redirect you to the Edit View to create a new record.

  • To Reschedule a call, you can click the Reschedule button on the Detail View of a Call. For a detailed guide on rescheduling calls, see the Reschedule section of this user guide.

  • To delete one or multiple Calls, you can select multiple records from the List View and click delete. You can also delete a Call from the Detail View by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.

  • To view the details of a Call, click the Call Subject in the List View. This will open the record in Detail View.

  • To edit the Call details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.

  • For a detailed guide on importing and exporting Calls, see the Importing Records and Exporting Records sections of this user guide.

  • To track all changes to audited fields, in the Call record, you can click the View Change Log button on the Call Detail View or Edit View.

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