Calendar: how can I distinguish scheduled calls from calling leads?

Hi Ronnie van der Linden,

If the call is a followup that needs to be done i.e. within the next 7 days and not a specific appointment then use tasks because this is classically the definition of that module.

Tasks can be shown (with their own color -> Hurray!) in the calendar:

Hope that helps!

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

Hi Ronnie van der Linden,

If the call is a followup that needs to be done i.e. within the next 7 days and not a specific appointment then use tasks because this is classically the definition of that module.

Tasks can be shown (with their own color -> Hurray!) in the calendar:

Hope that helps!

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

Hi Björn,

Thank you for your tip  

So let me get this clear: the advice is to plan a task to call a lead again at a later point, instead of planning a call as this is no actual appointment? 

Thanks! 

I understand. What about creating a new Date field in leads naming it "call reminder date", then creating a list view dashlet on your dashboard showing leads that needs to be called again like within the next 30 days? As soon as a lead appears there you can click on it, give it a call or reschedule.

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

hello Ronnie, Björn,

It seems the challenge of controlling object on particular date become systemic very quickly due to the variety of responsibilities 

Agree with Björn, that Ronnie is able to setup as many due dates as needed in out-of-the-box Sugar and that is flexibility that Sugar is famous for. 

It works perfect for the relatively small number of dates to manage but quickly goes crazy  starting 5-7 of  dates of different type and nature to control in practice

Bjorn, do you remember I showed you how the Need ToDo Viewer helps to overcome that challenge?  
It gives a prioritized feed for managing all the control dates from one interface - context dashlets, both per object or list of objects.

Here is printscreen from one of my Dashboards from Sugar that I use (sorry for blurs, i must hide sensitive data):

And Need Todos for portfolio of Accounts:

Ronnie, I would suggest involving your CRM admin / CRM owner to deploy addon so you could try this experience,

Have a nice day, guys,

All the best,

Dmytro,

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