Do you mean you want calls to act like events, but have a completed status so they don’t appear in the calendar once done?

That is a good question.

I don’t know how to explain this as well as you, but . .

I am looking for an easy way to schedule follow up calls.  There are many instances of “phone tag” or followup calls to clients and it would be easier to queue these call events if we could queue the NEXT call while in the Activities/Call area of a record.

It seemed natural to me because of there being a calendar already built in.

Then that next call would show on my activities/events, from which I could click thru to client and even go into the same call record; make the call and either complete it or re-queue it for the next day, etc until it is complete.

This handles all those times, you leave messages, or are asked to call back later, etc

Sorry for being wordy, but might this work?

Thanks.

Are these the cases:

- You previously scheduled a call with someone (an event), they missed the call OR you agree on a followup call, the next steps are to 1) reschedule the current event, or 2) create a new event for the next call (to keep a record of this call on this event).

- You just had an unscheduled call and you want to log it because it’s important to know later (call log)

I am referring to scenario one.  A faster way to re-schedule a call.

As for logging an unscheduled call, wouldn’t I just do that thru the Activities/Call function also?  Just for a record.

(BTW, you are a good translator)

In the first case I would be inclined to do one of two things:

1) change the date and time of the current event (perhaps noting this is now a recall), or
2) create one new event (leaving the current event as is)

Your thoughts?

BTW we also have a unique feature for events.  If YOU miss a scheduled event it can stay on your next actions list until you tick it off as completed.  This is great for calls you schedule for yourself.  If you decide not to make that call today you can ignore it, but still have it show up as an outstanding next action (normally this just falls off your calendar and is forgotten).  It’s also good when you actually miss a meeting; reminding you to yell CRAP the next day!

>> As for logging an unscheduled call, wouldn’t I just do that thru the Activities/Call function also?  Just for a record.

Yep.

Now I see the problem: I am starting from the Activities/Call window because I launch that as I place a call.  Then I either leave a message or agree to reconvene - either way, I need to re-queue what is essentially the same call.

As it now, I can log/note that I placed an unsuccessful call and then create an event to remind me to call back.

What would happen if you allowed to post the time of the call as a future date (unable to do so now)?  Would it then go as a future event?

Sorry to seem stuck on this.  My only workaround so far is that I have created a category for each of this.  Then if we need to make a callback, we filter by that category, and “eyeball” those contacts.

That darned calendar icon in the Activities/call window is so tantalizing - seems we could queue from there, but then I have no idea what I’m talking about tech wise.

>> What would happen if you allowed to post the time of the call as a future date (unable to do so now)?  Would it then go as a future event?

If you used events to plan your calls, you could reopen the event that triggered you to make the call (from the calendar or the contact) and change the date/time to a future date, the event will just jump ahead to that date/time.  Add a note in the event saying it’s a recall.

Call logs should be used to record the outcome of unscheduled / important calls i.e. record what happened, what the client said to keep an official record / share with the team.

I hope I’m following and not misleading you.  Let me know if we’re on the same track.

I just tried your suggestion and it seems to be okay.  For some reason, however, it seems “clunkier” to use than the Call window.

Don’t try to understand. It may be that I am tired.  Your darned app is so much fun that I stayed up almost all last night playing with it.

Nice to know how robust it is - still haven’t managed to break it.

Thanks.

Thanks for the kind words.

Cases like this are quite interesting to us.  We want to make sure the process is as simple and useful as it can be.  Sometimes a small tweak here or there can make a world of difference.  It can also make a mess.  Thus the need for ‘sober’ thoughts… 

Sometimes unsober thoughts can work well too….and on that note have a great weekend!