Adding a Call

Adding from the Site

To add a call on an individual site, first view the site, then open the Call Information tab. From here you can view & 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

Calls can also be added to multiple sites at once through the Data Grid. First, run a search or select sites using a map tool. Then, within the Data Grid queue the sites you want to add 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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