Jump to content
Server Maintenance This Week. ×

Client Call Scheduling


This topic is 4846 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies

Hello,

I am a long time, but remedial, FM user. I would like to know if anyone has a solution for my call scheduling needs. I would like to add two functions to my main contact information layout.

First Function

When I call a client or cold call a prospect I would like to have a way to easily schedule a call back. I would like to be able to select from options in a pop-up window that has an entry field for a whole number and a drop down to select the units as follows.

Call back in:

(enter whole number) Minutes

Hours

Days

Do not call

Leave Blank [leaves the field blank]

The entry would calculate the new date and time then display it in a field that can be sorted by date, then time. I would also like to be able to go in and edit or hand enter into this field.

Second Function

I would like a Notes field to annotate a call. When the field is clicked on, or tabbed to, it automatically enters the date and time followed by a hyphen and return. I can then type in any comments I want to make about the call.

If you can show me the necessary code, direct me to an existing template or have a ready made solution that can be easily modified that would be greatly appreciated. I would also consider a commercial solution, if available.

Regards,

MoJoe

Link to comment
Share on other sites

This topic is 4846 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.