The Call History section provides a consolidated view of all calls made across all profiles. A new Add Call Log feature has been introduced, allowing users to manually log calls directly from the call history page for easier access.
Actions to perform on the call page:
- Search: Quickly locate specific calls by searching keywords or names.
- Refresh: Instantly updates the call log to display the latest information.
- Filter by Date: Allows viewing call logs within a specific date range.
- Filter: Sorts calls based on specific conditions like call type, source, save to, from or to, for focused review
Main Grid: The grid will display the following columns:
- To: Profile picture (or initials if unavailable) that links to the profile summary page.
- Type: The call type (e.g., outgoing or incoming).
- From: Profile picture (or initials if unavailable) that links to the profile summary page.
- Save To: You can specify the main entity associated with the call. This dropdown allows you to categorise a manual call log by choosing among Job, Candidate, Client, or Contact.
- Name: Profile picture (or initials if unavailable) of an Employee logging the call in respect to a job.
- Related To: The related entity (e.g., Candidate, client, job, or contact).
- Details: This will populate based on the selected Related To field. For example, if the Related To field is set to a client, the client’s name will appear in the details.
- Date: The date and time format will display as 2 hours ago or 5 hours ago for calls within the past 23 hours. For calls between 24 and 48 hours old, it will show Yesterday. Calls older than 48 hours and up to one week will display the day of the week (e.g., Monday, Friday). For calls older than a week, the date and time format will be the specific date with the time.
Home - Call History – Add Call Log - Options
Call Log Options:
- Add Call Log: Enables you to manually log calls made outside the system. Follow these steps:
- Click on the Add Call Log button.
- Click on the Save to drop-down to select a value like Job, Candidate, etc. Based on the Save to drop-down (Job) the name filed (Job Title) will populate.
Information: Changing the Save To value after selecting a Notes Category or filling the Name field will reset all related fields, including Name, Notes Category, and View Last Call Details.
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- Select an End Caller from the drop-down. The Name field will update based on this selection—for example, if Candidate is chosen, the Name field will display all candidate names to select.
Information: The End Caller refers to the person receiving the call. For instance, in an outgoing call made by an employee regarding a job, the End Caller could be the candidate, client, or contact. In incoming calls, the End Caller will similarly be the candidate, client, or contact—other than the employee initiating the call related to the job.
Information: If the End Caller is selected as a candidate, you will see options for client, candidate and contact in the Related To field, and vice versa. This indicates that you are calling a candidate in relation to a job and linked to a specific client or client contact.
Note: If the user saves the call to a job, the End Caller field will be available for selection; otherwise, it will not be shown.
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- Click on the call direction arrows to select the call type (Incoming or Outgoing).
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- Click on View Last Call details to see all the details of the previous call.
Note: The View Last Call Details option will be disabled if no call history is available.
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- Select a Notes Category.
Information: To read more details on notes category, click here: Notes Category.
Note: Notes Category populates based on where we are saving the call.
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- Enter the details of the call in the notes section.
- Alternatively, click the voice recorder icon to record and add notes by speaking.
- Select the date and time the call was made by manually typing the date or by clicking on the calendar to choose a date.
Note: All mandatory fields are marked with a red asterisk and must be completed.
Note: By default, it will pick the current date and time.
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- Click on More Details to add additional information about the call. If no further details are needed, click the Save button.
- Upon clicking More Details, select a Relate To field from the drop-down.
Information: The Related To field allows you to associate the call with a specific entity, such as Candidate, Client or Contact. Selecting the appropriate option helps categorise the call and links it to the relevant candidate, client or contact record for easy reference.
Information: Related To is a single-select optional drop-down. Modifying or removing the Related To option will reset the Details field.
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- Select Details from the drop-down.
Information: The Details field will become mandatory and automatically populate data based on the selection in the Related To field.
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- Select a call duration of a call from the Duration section.
- Enter a source in the Source filed.
Information: The Source field for a manual call log entry allows you to specify the platform or medium used for the call. Possible sources include options such as Phone, Zoom, Teams, or any other communication tool integrated with the system. This helps to track the method through which the call was made, providing more context for the call log entry.
Call Log Page – Add Call Log
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- Click the down arrow to expand the call records and view more detailed information.
- Click the three-dot button to choose either Edit or Delete the log.
Call Logs – Edit or Delete
Information: The details entered in the Notes description section while adding a call log will appear in the candidate (considering Related To) Notes and Activity section.
Information: Any call log associated with a candidate, client, contact, or job will be recorded under both the respective profile and the Call History section, reflecting the same entry in both locations.
Information: Deleting notes from either the Notes Section or Call Log Page will remove them from both locations. The Notes Toggle will then be turned off for the associated call log.
Call Logs Registered – Notes & Activity
Note: To read more on how the call log is registered under the System Audit Log, click here: How to access it?.
Note: To read more on how the other modules work, click here: Call Page - Candidate Summary, Call Page - Contact Summary, Call Page - Job Summary, Call Page - Client Summary.