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Call Report

 
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Aficionado
16 posts

Hey, how are you today?!

I already posted or emailed this to you recently. It’s about registering a call.

I made a call that I want to store.

Probably this call refers to a person - and it probably refers as well to a project (blog).

Now - hard to decide where to post it!

Wouldn’t it be lovely do both with a time? Let’s say I have the choice to enter with WHO I talked in the call-register-field. This is interesting anyway. It’s basic to a call to see at a glance with WHO it was (not only when and how long).

And THEN - magic but no tricks - I would love to find this entry as well on the contact’s page - heavenly: with reference to the project :)

What u think?

Fine Regards
Chris

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Administrator
3948 posts

Good morning, thanks for your question.  This is an interesting scenario which we may not be able to answer today, but lets get a conversation going and see where it leads us.

There are a number of ways that this can be addressed, all with different benefits and tradeoffs.  Most importantly the question must have a simple solution or it won’t work well in practice.

Does this scenario only relate to calls (and events) or would other activity types frequently fall into this situation too?

It is important to note that at the “top level” the contact is already related to the blog (there is an association/link between the two).  So although the call data is not displayed on both pages it is only a click away currently.

Some ideas:

1) when entering a call from a blog ask for WHO and copy it to the contact record, when entering a call from a contact ask for WHAT and copy it to the blog (copying data is something we normally avoid, creates duplicates in some views e.g. calendar, inconsistent data when edited)

2) add an option to show related contact activities on the blog page (clunky design/interface, that’s what the related-to link is for)

3) add a “related to” feature to the activities which would keep the activity (call or event) attached to its parent e.g. in this case the blog, but have it appear in any related to items as well (makes the system much more complex and a bit slower)

Also, we always ask the question “is this a scenario where the technology should provide a response or is it best addressed by standardizing a process?“

Avatar
Aficionado
16 posts

Hi and good morning to you, too!

I think this is simple:

- It just refers to Calls and Events
- It only needs to be one-way. I.e.: Whenever I have a call to register regarding a contact - not a blog - then I enter it on the contact page obviouosly. In all other occasions, I enter the Call onto the Blog with a relation field to the contact.

Remeber:

Even if the related blogs are only one click away from the contact’s page, people wont ever click through all the 7 Blogs giong on to understand what is going on with this person.

I see the contact’s register being more like a file of everything that’s going on in the relation with a contact (client). In this way it will be useful.

Cheers