Getting Started

Call2Field Online has been designed to be intuitive and simple to use. Below are some tips to help you learn and understand the basics of navigating & using Call2Field:

When you first log into Call2Field, you'll see the home screen. The radial menu in the center gives you quick access to various parts of the system, each of which can also be accessed using the Nav Bar on the left hand side.

Call2Field is arranged into Modules, which group together common functionality and tools under ‘categories’, for example all details regarding Customer accounts, their Sites, and their Equipment is kept under the Customer Module. You can use the Nav Bar to go from page to page, as well as the Home button to take you back to the Home Screen at any time.

The Nav Bar is used to navigate the system. It displays an icon for each main Module or feature of Call2Field, which then has a number of Sub-Modules or options underneath it. Whilst the Module itself doesn't do anything when clicked, the Sub-Modules will load a page, for example the Call screen.

Some Sub-Modules will have an extra button on the end - for example the Call Sub-Module has an 'Add' icon, which if clicked will take you straight to the Call Add screen rather than the Call List.

The other icon will allow you to open the page in a new tab - this appears on Sub-Modules such as the Monitor or Diary etc.

There is a Home icon on the Nav Bar which can be used to return to the home screen at any time.

To add a record, either use the Add icon from the Nav Bar, click the Add button from the List view, or if you're on an existing record within the same screen, click the Add button on the top right.

This will then put you onto the Add screen for your chosen record. Enter the details, and click Save to store your record in the database.

To View records, go to the list view and double click the line you wish to load. You can use the column filters at the top of the list view to filter your results.