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TC-07084 : Create an activity from call from non-customer

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Process Area : Store Ops

Steps To Execute

Log in as:Kimray - Field Service TechnicianKimray - Service SupervisorKimray - Repair TechKimray - Customer Support SpecialistKimray - Customer Support Specialist - IntlKimray - Sales & Service ManagerKimray - Store Warehouse Specialist
1. Navigate to Activities > Scheduling > Phone Calls> New
2.  Fill in required fields: subject, Date/time, Status,  Phone, etc.
3.  Add an associated Task if a task already exists for this phone call.
4. In the 'Message' add any notes regarding the phone call that occurred.
5. Click 'Save'.

Expected Results

Activity is saved to the customer account