Call History Detail

To open the Call History Detail screen, tap any call listed on the Call History or Customer Call History screens.

The Call History Detail screen displays detailed information regarding a completed or canceled call and allows you to perform these actions:

Action	Steps
To schedule a call for the selected customer (or to add a historical call)	Tap the Add Call icon. The Add Call window appears.
To plot a route from your current location to the customer's location	Tap the Globe icon in the Address or Geolocation field. The Navigation Map appears.
To call the customer	Tap the Phonehyperlink on any of the Phone Number fields on the screen. The call is placed using the native phone application on your device.
To email the customer	Tap the Email hyperlink on any of the Email fields on the screen. A draft of the email is created using the native email application on your device.

The fields appear the Call History Detail screen are:

Field	Description
Customer Information
Customer Name	The name of the customer.
Contact Name	The name of the customer contact that was targeted by the call (if applicable).
Customer Number	The unique customer id as stored within IntelliDealer.
Address	The customer's address.
Geolocation	The latitudinal and longitudinal coordinates of the customer's address.
Business Phone Number	The customer's business phone number.
Business Email	The customer's business email address.
Cell Number	The customer's cell phone number.
Call Information
Call Date	The date the call was made or canceled.
Salesperson	The name of the salesperson who made the call.
Category	The area of interest for the call. Valid category codes are configured on the Configuration > CRM > Calls > Categories screen in IntelliDealer.in IntelliDealer.
Type	The type of call that will be placed. Valid type codes are configured on the Configuration > CRM > Calls > Types screen in IntelliDealer. in IntelliDealer.
Reason	The reason for calling. Valid reason codes are configured on the Configuration > CRM > Calls > Reasons screen in IntelliDealer. in IntelliDealer.
Result	The result of the call. Valid reason codes are configured on the Configuration > CRM > Calls > Results screen in IntelliDealer. in IntelliDealer.
Description
A description of the call or the reason for the cancellation.