Call History

To open the Call History screen, tap the Menu icon from anywhere within the application and select Customers > Call History from the drop down list.

The Call History screen displays all calls that have been completed or canceled and allows you to perform these actions:

Action Steps
To filter the calls by date

Enter the date you want to view calls for in the Search Date field.
The screen refreshes the results. Calls are listed in reverse chronological order from the date entered in the Search Date field.

To schedule a call for a customer (or to add a historical call)

Tap any of the schedule calls that are listed and select the Add Call icon on the Call History Detail screen.
The Add Call window appears.

To filter the calls by Customer, Salesperson, or Category

Tap the Filter icon.
The Call Schedule Filter/ Call History Filter window appears.

A check mark appears on the Filter icon if filter criteria has already been applied.

To call a customer

Tap any of the schedule calls that are listed.
The Call History Detail screen appears.

To view the details of a call

Tap any of the calls listed on the screen.
The Call History Detail screen appears.

To load more results

Continue scrolling down through the page.
The screen automatically displays more results.

The fields on the Call History screen are:

Field Description
Search Date The date from which calls are displayed. For example, if September 1st is selected in this field, only calls that were placed on or before September 1st are listed. Calls are listed in reverse chronological order from the date entered in the Search Date field.
Date The date on which the call took place.
Category The area of interest the call was about. Valid category codes are configured on the Configuration > CRM > Calls > Categories screen in IntelliDealer.
Customer Name The name of the customer.
Contact Name The name of the customer contact that was targeted for the call (if applicable).
Phone Number The customer's phone number.
Description A brief description of the call.
Type The type of call that was placed. Valid type codes are configured on the Configuration > CRM > Calls > Types screen in IntelliDealer.
Reason The reason for calling. Valid reason codes are configured on the Configuration > CRM > Calls > Reasons screen in IntelliDealer.
Result The result of the call, as selected when the call was completed. Valid result codes are configured on the Configuration > CRM > Calls > Results screen in IntelliDealer.