Results 1 to 3 of 3

Thread: How to close a call? [newbie]

  1. #1
    mitmet is offline Junior Member
    Join Date
    Sep 2006
    Posts
    2

    Default How to close a call? [newbie]

    Hi everybody, I'm newbie to Sugar CRM.
    I have a simple (not for me ) question:
    How to set the status of an existent call to "closed"? In the drop-down menu I have only "Held, Not Held, Planned" but never appears the check under the field "Closed" in the call list
    Many Thx

  2. #2
    paikmoses's Avatar
    paikmoses is offline Sugar Community Member
    Join Date
    Jan 2006
    Posts
    541

    Default Re: How to close a call? [newbie]

    Hi mitmet,

    If the call is open then it will be visible under the Home>My Upcoming appointments. If you want to close that call then simply click on the close button which is shown adjacent to the call. Once you click that it will take you to edit that call and if you see there in the Status field it will set the status as Held. Once you save this it will save as the closed call.

    Hope this helps. If you require any further guidence, do let me know.

    Regards,

  3. #3
    mitmet is offline Junior Member
    Join Date
    Sep 2006
    Posts
    2

    Default Re: How to close a call? [newbie]

    Hi paikmoses!
    Thanks a lot for the suggestion!
    It works!
    B.Regards!
    mitmet

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •