When
a reception takes calls for people who are not available
at the moment, it is convenient for the receptionist to
add the information in a SharePoint list where everyone
can see it. Much better than writing the information by
hand on a piece of paper!
In the demo below Peter Kalmstrom, CEO of kalmstrom.com
Business Solutions and Microsoft certified SharePoint specialist
and trainer, explains how to create a list app that automates
the handling of phone messages.
Peter has used the Office 365 version of SharePoint and
the new list exeperience interface for this tutorial, but
you can do the same in other editions and in the classic
experience.
Peter begins with creating a custom list app called Phone
Messages. In this list he renames the title field into "Who
called" and adds columns for more information about each
incoming call.
Phone
number: Single line of text
Called: Person
Returned: Yes/No
Now the Phone Messages app is ready for use, but to make
the new app easier to use Peter creates three new views
for the app: