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Thread: Tracking different type of calls

  1. #1
    lauril is offline Junior Member
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    Default Tracking different type of calls

    Hi,

    Our company needs to track different type of calls. We need to see from the reports how many new (first) calls were made and how many follow-up calls were made. How can we do that? Is there a support for different type of calls?

    Thank you,
    Lauri

  2. #2
    Markku's Avatar
    Markku is offline Sugar Community Member
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    Default Re: Tracking different type of calls

    Hello Lauri,

    And welcome to Sugar forums.

    If you create new custom field to track type of the call (first call, follow-up, etc), you can use ZuckerReports or maybe even listview (if its enough for your purposes) to list different call types.

    Hope this helps,

  3. #3
    lauril is offline Junior Member
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    Default Re: Tracking different type of calls

    Markku, thank you for the input.
    Can you link me with some documentation how to create new custom fields ?

  4. #4
    Markku's Avatar
    Markku is offline Sugar Community Member
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    Default Re: Tracking different type of calls

    Hi Lauri,

    Please see this page, hope it helps:

    http://developers.sugarcrm.com/docs/...n.html#1670624

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