Managing Calls in Agenda View
My Schedule’s Agenda View enables users to view and schedule calls and other entries one day at a time.
Who can use this feature?
- iPad, iPhone Users
- Users do not require an additional license
- End Users
Configuring Agenda View for
End Users
To configure this feature, ensure Configuring Call Planning is complete.
Managing Calls in Agenda View as
End Users
Each call entry type displays pertinent information about the call—for example, call type, detailed products, account identifier, and call address. Users can select from context sensitive actions for each call: viewing, editing, or deleting the call, viewing the account summary, or launching CLM.
To edit or delete calls, users either select the More Actions button, or select and hold the call entry, to display the context menu.
If CLM is enabled, select Launch Media from the More Actions menu to begin a CLM presentation.
If there are several detail products on the call report, a plus icon displays next to the list of detailed products on the call entry. Select the plus icon to view the full list of detailed products.
- For standard group calls, the text Detailing Priority displays at the top of the detailing priority list
- For group calls with unique activities enabled, the text Detailed Products displays at the top of the detailing priority list
Sending a Route to Maps
On the iPhone platform, a Send to Maps button displays for each day in Agenda View with eligible calls or events.
Select the Send to Maps button to send all eligible calls and events scheduled for that day to Google Maps or Apple Maps as a route. Users need to select a default mapping app if one is not already selected. When users send routes or addresses to maps, the default app is used.
The number of entries users can send to maps depends on the number of stops supported in their selected mapping application.
The same routing criteria apply in Agenda View as Map View. For more on routing criteria, see Using Routing in Map View.
