A call record is an internal record documenting the interaction with a contact. Like a schedule item, a task, or a document, a call record is considered a specific type of activity in NexJ CRM . It summarizes a meaningful interaction, such as a face-to-face conversation, a telephone call, or a meeting.

For example, a scheduled meeting might have some information associated with it, such as invitees, meeting time, and the agenda. You can use a call record to keep a summary of the meeting notes after the meeting, such as which invitees attended the meeting, which agenda items were actually discussed, and any outcomes. You can also create a call record without scheduling a meeting beforehand, for example to keep notes for a spontaneous conversation.

A call record is always associated with a contact directly. In addition, it can be related to another interaction, such as a schedule item, a task, or a document.

If an interaction has a call record associated with it, it displays the call record icon .

You can see call records in the Journal tab for contacts associated with call records or in the Activities tab for opportunities associated with call records.

Creating standalone call records

You can create a call record and associate it directly with a contact and opportunity.

To create a standalone call record:

1. Touch the Add button and touch Call Record .
   The Select Template dialog opens, listing available templates
2. Select the required template.
   The Add Call Record page opens. Some required fields, such as Contact Date and Status , may be prepopulated.
3. In the For field, select Contacts , and enter the contact name.
4. Complete the required fields.
   You can associate the call record with an opportunity by completing the Opportunity field.
5. Touch Save .

The new call record is created. The call record now appears in the Journal tab for the contact or in the Activities tab for the opportunity associated with the call record.

Creating call records from schedule items or tasks

You can create call records from schedule items or tasks in NexJ CRM using your tablet.

To create a call record from a schedule item or task:

1. Navigate to the Schedule workspace and touch the required schedule item or navigate to the Tasks workspace and touch the required task.
   The Schedule or Tasks page opens, depending on whether you touched a schedule item or task.
2. Touch the Add Call Record button .
   The Select Template dialog opens.
3. Touch the required template.
   The Edit Schedule Item (Call Record) page or Edit Task (Call Record) page opens.
4. Complete the required fields.
5. Touch Save .

The new call record is created for the schedule item or task.

Filtering call records

Use the filter in the Contacts workspace to help you find a particular call record that you have created for a contact.

To filter your call records:

1. Navigate to the Contacts workspace.
2. Touch the first drop-down filter menu that displays beside the list of contacts and touch the Call Records record to show a list of call records.

The results are now filtered to show call records.

Editing call records

You can edit call records in NexJ CRM using your tablet.

To edit a call record:

1. Navigate to the Contacts workspace.
2. Touch Journal .
3. Use the Call Records filter to find the call record that you want to modify.
4. Touch the Edit button .
   The Edit Call Record page opens.
5. Make your changes to the call record and then touch Save .

The call record is now edited and can be viewed in the Contacts workspace.