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Adding from the Site
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To add a
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call on an individual site,
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first
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view the site, then
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open the
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Call Information tab. From here
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you can view
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& edit existing calls or click the Add a Call button to create a new one.
Adding a Caller
When adding or editing a call you will see a button next to the dropdown where you would choose a caller. Clicking that button presents a form allowing you to record information about the new caller. This form includes name, address, suffix, street, city, state, zip code, work and home phone, email, and caller classification.
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Adding from the Data Grid
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Calls can also
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be added to multiple sites at once through the Data Grid. First,
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run a search or select
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sites using a map tool. Then, within the
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Data Grid queue the sites
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you want to add
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a call to. Once sites have been queued, click the Add Call button to open the call form. This individual call will be added to all queued sites upon submission.
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