We know that your time is valuable, and is best spent out in the field. If you've ever thought, "I wish Marketscape CRM would just know when I do something so that I can merely add my notes!" then this feature is the one for you!
In short, making a call, sending a text message, or sending an email will automatically create an event in your calendar, if you have the feature turned on.
In this article
How Do I Create the Event
That's the thing - you don't have to create the event! Simply tap the call, text, or email action buttons on a contact record and the event will be created for you. Pretty sweat, huh?
The easiest way is to start the process is to open a contact on your mobile device.
To Call or Text |
To Email |
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From the Contact Details page, click on "Call." You will then be able to choose a phone call or text from the options that open. (As shown in the next column.)
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Click on "Call" to make a phone call.
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To send an email, click on the "Email" link on the Contact Details page.
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Click on "Text" to send a text message
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The next action that happens is that your phone will automatically open your phone, text, or email application on your mobile device.
Then Marketscape CRM will automatically place an open event on your calendar. Auto-generated notes will be marked as such on your calendar, so that they're easy to find. See the next image.
You can then immediately click on the new event and add your call visit notes, mark the event as completed, and move on with your day!
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Things to note
- Only actions made from the account or contact record are recorded as events
- Records must be up to date for Auto-Generated events to connect properly and trigger
- A phone number must be entered on the record in Marketscape CRM
- An email must be entered on the record in Marketscape CRM
- The Event Type is set to your company’s default type when the event is initially created, but can be edited later
- Events are timestamped for when the action (call, email, or text) occurs
- If you mark an event as Completed for an auto-generated event, then the next attempt to call, email, or text will create a new event
- If you mark an event as Not Completed, then the event time stamp will be replaced with the most recent attempt
- If you wait until the next day, then a new event will generate
Event types for these actions must exist and be created.
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In order to prevent adding unneeded event types to every customer's accounts, we're look for an event type that contains words like phone, text, or email. Sample below:
Call button used on mobile, then Event Type will be Phone, if present as an event type option.
Text button used on mobile, then Event Type will be Text, if present as an event type option.
Email button used on mobile, then Event Type will be Email, if present as an event type option.
Ready to try this feature out in your Mobile app? Follow the quick steps below to enable Auto-Generated Events today!
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Enabling Auto-Generated Events
Auto generated events will only work if you turn them on. This is not a setting that is facilitated by your administrators. You can, and must, turn the feature on yourself.
The following description of the steps and the images show you how.
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Click on the  at the top left of most pages. This will open the navigation menu panel. (Shown in the next row.) |
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| Depending on the number of pages you have available to you in Marketscape CRM, you will probably need to scroll/swipe down to the bottom of the menu to "Settings." |  |
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Tap on "Settings." This will open up the Settings page. |
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By default, the Auto Generate Event toggle is off. Tap on the toggle to turn auto event generation. |
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The alert shown in the image to the right will appear when you turn the Auto Generate Event toggle to the "on" position.
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You're done. If the Auto Generate Event toggle is on, (as shown), the feature will now work automatically from within Marketscape CRM. |
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As a comfortable confirmation, this alert pretty much states everything this article claims in summary form. |
Requirements
Aren't there always rules?
- Mobile device has to be set up to make phone calls
- Mobile device has to be set up with emailing services
- Feature must be enabled by individual users within their mobile app (as shown above.)
- And, most important of all, the Marketscape CRM app on your device must be the latest version. (At least version 25.9.2), Please update the app when indicated in the Marketscape CRM release notes in order to keep up with the endless cornucopia of new and wonderful features.
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