How do I find my calls?
Field work → Calls holds every call in your scope: planned, done, deferred or moved. It has three views: a list, a month calendar, and the monthly plan.
The three views
| View | What it is for |
|---|---|
| List | Every call in the date range, as a table |
| Calendar | A month grid. Use the arrows for the previous and next month; click a day to see its calls |
| Plan | The monthly plan: build it, send it, approve it. Shows when monthly planning is on. See Plan your month |
The list
Tiles: Calls, Total completed (with the share), Planned, Completed, Unplanned, Deferred. Clicking a tile picks the matching chip.
Chips: All, Mine (for managers), Planned, Completed, Unplanned, Deferred, Joint.
Search finds a doctor, person or hospital.
Columns: Date, Field manager (for managers), Doctor, Tier, Type, Status (with the reason), Products, Joint with.
On a planned call, the owner (and a level 9 admin) sees two buttons at the end of the row: a tick (Mark completed), which opens the report form, and Defer, which opens the deferral form. A call the system deferred keeps the tick, so it can still be completed once the window is opened again.
Download (CSV) saves the list. An Activities panel lists the activities on the agenda.
Call statuses
| Status | Meaning |
|---|---|
| Planned | On the plan and not reported. A planned call whose day has passed still reads Planned until it is reported or deferred |
| Completed | Reported as done |
| Unplanned | Done, but it was not on the plan |
| Deferred | Moved off its day, with a reason |
| Transferred | Handed to someone else |
| Cancelled | Taken off the plan |
The company can rename these and set their colours under Setup → Lists → Call statuses (see Lists).
Open a call
Click a call to open it. You see the field manager, status, type, doctor and hospital, and once reported the products, discussion, joint visitors, remarks, when it was reported and where. A call made again from an earlier one shows "Repeats Call #".
What you can do from here:
Add calls
- Plan a call adds one call to the plan: pick the Doctor, the Date (tomorrow unless you change it) and a Time, then Plan.
- Unplanned call records a call that was not planned. See Add an unplanned call.