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Client Call Scheduling


mojoe
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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

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