--- title: Call Date/Call Inquiry Reporting description: As with Last Action, this allows you to track when your next contact with the client should occur. This ensures that follow-up occurs to minimize last-minute changes and problems. How to custom Call D --- [Skip to content](https://faq.elecate.com/faq/next-action1#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en) 3. [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) # Call Date/Call Inquiry Reporting The **Call Date (Next Action)** is the scheduled date for your next interaction with a client or prospect.  **It helps you:** - Avoid missing follow-ups - Prioritize sales activities - Prevent lost opportunities **What Does This Report Do?** **This report allows you to:** - View all **scheduled follow-ups** - Filter by date (what needs attention today, this week, etc.) - Identify leads that require action **Before using this report:** **Requirements** - Prospects or customers must exist in the system - Each record should have a **Call Date assigned** - Sales reps must be assigned to records **Best Practices** - Always define a **Next Action after every interaction** - Avoid leaving leads without follow-up - Keep Call Dates updated **FIELD DEFINITIONS:** | Field | Description | Example | Business Impact | | --- | --- | --- | --- | | **From Date** | Start date filter | 01/01/2026 | Defines reporting range | | **To Date** | End date filter | 01/31/2026 | Controls visibility | | **Call Date** | Next scheduled follow-up | 05/30/2026 | Ensures timely contact | | **Customer/Prospect Name** | Lead or client | Ana Lopez | Identification | | **Assigned To** | Responsible sales rep | Sales Rep A | Accountability | | **Last Action** | Most recent interaction | Phone call | Provides context | | **Notes** | Additional details | Confirm guest count | Improves follow-up quality | **How to custom Call Date/ Call Inquiry Reporting:**  1. On the side panel go to ***Sales & Marketing*** 2. Click on ***Customer (CRM)*** ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-07-42-32-2245-PM.png?width=365&height=521&name=undefined-Apr-14-2025-07-42-32-2245-PM.png) 3.  Select ***Reports*** 4.  Choose ***Call Date/ Call Inquiry Reporting*** ***![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-07-42-53-4261-PM.png?width=670&height=478&name=undefined-Apr-14-2025-07-42-53-4261-PM.png)*** 5.  On this window, you have the option to custom reports, search for specific reports using the date From – To.  ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-07-43-20-2206-PM.png?width=670&height=315&name=undefined-Apr-14-2025-07-43-20-2206-PM.png)   - [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#main-content) - [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) - [Event & Order Management](https://faq.elecate.com/faq/sales-marketing?hsLang=en#event-order-management) - [Reports](https://faq.elecate.com/faq/sales-marketing?hsLang=en#reports) - [Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#marketing) - [Sales](https://faq.elecate.com/faq/sales-marketing?hsLang=en#sales) - [Finance & Accounting](https://faq.elecate.com/faq/finance-accounting?hsLang=en#main-content) - [Accounting Tools](https://faq.elecate.com/faq/finance-accounting?hsLang=en#accounting-tools) - [Customer Financials](https://faq.elecate.com/faq/finance-accounting?hsLang=en#customer-financials) - [Financial Reports](https://faq.elecate.com/faq/finance-accounting?hsLang=en#financial-reports) - [Commissions & Goals](https://faq.elecate.com/faq/finance-accounting?hsLang=en#commissions-goals) - [Payroll Processing](https://faq.elecate.com/faq/finance-accounting?hsLang=en#payroll-processing) - [Production](https://faq.elecate.com/faq/production?hsLang=en#main-content) - [Kitchen Management](https://faq.elecate.com/faq/production?hsLang=en#kitchen-management) - [Dispatching & Shipping](https://faq.elecate.com/faq/production?hsLang=en#dispatching-shipping) - [Event Staffing](https://faq.elecate.com/faq/production?hsLang=en#event-staffing) - [Event Production](https://faq.elecate.com/faq/production?hsLang=en#event-production) - [Production Reporting](https://faq.elecate.com/faq/production?hsLang=en#production-reporting) - [Returns](https://faq.elecate.com/faq/production?hsLang=en#returns) - [Purchasing & Inventory](https://faq.elecate.com/faq/production?hsLang=en#purchasing-inventory) - [Reports](https://faq.elecate.com/faq/production?hsLang=en#reports) - [Data Items](https://faq.elecate.com/faq/data-items?hsLang=en#main-content) - [Food Management](https://faq.elecate.com/faq/data-items?hsLang=en#food-management) - [Beverage Management](https://faq.elecate.com/faq/data-items?hsLang=en#beverage-management) - [Equipment Management](https://faq.elecate.com/faq/data-items?hsLang=en#equipment-management) - [Miscellaneous Items](https://faq.elecate.com/faq/data-items?hsLang=en#miscellaneous-items) - [HR Management](https://faq.elecate.com/faq/data-items?hsLang=en#hr-management) - [Vendor Management](https://faq.elecate.com/faq/data-items?hsLang=en#vendor-management) - [Venue Management](https://faq.elecate.com/faq/data-items?hsLang=en#venue-management) - [Reports](https://faq.elecate.com/faq/data-items?hsLang=en#reports) - [Database Tools](https://faq.elecate.com/faq/data-items?hsLang=en#database-tools) - [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en#main-content) - [Marketing](https://faq.elecate.com/faq/general-setup?hsLang=en#marketing) - [Software Updates Timeline](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#main-content) - [New Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#new-development) - [Online Portal](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#online-portal) - [Mobile Apps](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#mobile-apps) - [Legacy Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#legacy-development) - [Elecate User Guide](https://faq.elecate.com/faq/elecate-user-guide?hsLang=en) - [Elecate Mobile App](https://faq.elecate.com/faq/elecate-mobile-app?hsLang=en) - [Elecate Shopping Cart](https://faq.elecate.com/faq/elecate-shopping-cart?hsLang=en) - [Elecate Academy](https://faq.elecate.com/faq/elecate-academy?hsLang=en#main-content) - [User Guide](https://faq.elecate.com/faq/elecate-academy?hsLang=en#user-guide) - [Upcoming Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#main-content) - [Upcoming Core Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#upcoming-core-releases) - [Integrations](https://faq.elecate.com/faq/integrations?hsLang=en) [![Chill listening crop-3](https://faq.elecate.com/hubfs/Elecate_pri.svg "Chill listening crop-3")](https://www.elecate.com?hsLang=en) Help Center Copyright © 2026, Elecate