Incoming Call Notification

In addition to the clipboard link and the global search, every page includes a button for creating an incoming call note:

Clicking this button first opens the Search Incoming Caller page:

Enter the person who calls, or, if you just remember the account then enter the account. If you do not know the person who calls, select the corresponding option. Click Prepare Incoming Call Note:

Some form fields are already preset with data known to the OMC. Just complete the missing fields as required and specify whether a diary entry should be created for the contact person and an e-mail should be sent to the responsible person in your company.

After clicking Create, the OMC creates a todo for the responsible person.