A User can have a predefined Calling list set in their User Profile by an Admin/Power User. This allows the User to easily get to and contact the Accounts rather than having to search and filter for them manually before hand. Setting a calling list will increase productivity as it will ensure the User can work in the correct Accounts as soon as they log in. The Admin User can add a default Database Area, Owner, Status, Project and Query which will be applied when the User log in.
To learn more about these settings please click here.
The Account/Call List does not have to be visible to callers, if it is not required then the User Profiles can be set to go directly into the first Account to be called.
To learn more about this setting please click here.
What the callers see in the Account view is controlled by the Admin User configuring the Panel layout. For example, the page may consist solely of a script, or it may be a more 'CRM-type' screen showing full address and contact details plus any other fields as configured using Additional Field Headings, Page Tabs and/or Panels. The Panel View that each user sees is configured in the User Profile.
To learn more about this setting please click here.