Scheduling Calls in Week View
To enable users to efficiently plan events, account visits, and other appointments a week at a time, My Schedule’s Week View displays a user’s scheduled calls and calendar entries in a weekly format. From Week View, users can schedule calls, view account information, open call reports, and manage existing appointments.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End Users
Configuring Week View for
End Users
To configure this feature, ensure Configuring Call Planning is complete.
Scheduling Calls in Week View as
End Users
To schedule a new call, drag an account from the account panel to the desired time slot on the calendar.
iPad users can schedule or reschedule calls across weeks by dragging calls to the edge of the schedule for at least one second:
- To move a call to a past week, drag the call to the left edge of the schedule and drop the call on the appropriate date and time
- To move a call to a future week, drag the call to the right edge of the schedule and drop the call on the appropriate date and time
Once users drop a call, the call is scheduled for the selected date and time. For rescheduled calls, the call status remains the same—for example, when a user reschedules a planned call, the call remains in planned status.
