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Call Page - Contact Summary

A new Calls tab provides easy access to call logs, showing the total number of calls for specific contact and offering the option to log manual calls for accurate tracking.

Actions to perform on the call page:

  • Search: Quickly locate specific calls by searching keywords or names.
  • Export: Will let you download the call details in an excel format.
  • 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, 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).
  • Call Status: Indicates the outcome of a call, with options such as Successful, Unsuccessful, Callback, Left Message, and Missed. It helps track call progress and follow-ups.
  • From: Profile picture (or initials if unavailable) that links to the profile summary page.
  • Duration: Displays the total length of the call.
  • Related To:  The related entity (e.g., candidate, job, or client). 
  • Details: This will populate based on the selected Related To field. For example, if the Related To field is set to a job, the job title 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.

Client Summary – Call Page - Options

Call Options:

  • To Make a Call, follow the steps below:
    • Click on the Make a Call The system checks integrated and downloaded (in the system) call app(s). If one exists user will be redirected to the application. If multiple, the user selects anyone.
  •  Register a Call: Enables you to manually log calls made outside the system. Follow these steps: 
    • Click on the Register a Call button.

Note:  The Related to – Contact field will automatically populate with the contact's name, as the call is being logged directly from their summary page. 

    • Click on the call direction arrows to select the call type (Incoming or Outgoing).
    • 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.

    • Select a Call Status.

Call status is a single-select mandatory drop-down field.

    • Select a Notes Category.

To read more details on notes category, click here: Notes Category.

Note: Notes Category populates based on where we are saving the call.

    • 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.

    • 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.

The Related To field allows you to associate the call with a specific entity, such as a Job, Candidate, or Client. Selecting the appropriate option helps categorise the call and links it to the relevant job, candidate, or client record for easy reference.

Related To is a single-select optional drop-down. Modifying or removing the Related To option will reset the Details field.

Saving a call in the contact section with a client detail in the related to will save the call only to that client, contacts, call history and system audit log.

    • Select Details from the drop-down.

The Details field will become mandatory and automatically populate data based on the selection in the Related To field.

    • Select a call duration of a call from the Duration section.   

Call Page – Add Call Log

    •  Click the down arrow to expand the call records and view more detailed information. 
      • The Conversation field will display a call recording link (only if the call is recorded and link received from the calling app) based on the installed calling app after saving the call. This field will not be available for manually added calls.
      • The Source field logs the calling app used, for example, like Skype, VXT, Zoom or Viber. Used app (used to make a call) auto-populates, while manual calls are listed as Manual Call Register.
    • Click the three-dot button to choose either Edit or Delete the log.

Call Logs – Edit or Delete

    The details entered in the Notes description section while adding a call log will appear in the Call History under Home.

    The Call History section provides a consolidated view of all calls made across all profiles.

    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 – Call History 

    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 calls are recorded under the call history, click here: Add Call Log - Call History.