Customer Call History
To open the Customer Call History screen, tap the Sub Menu 
icon on the Customer Detail screen and select View Call History from the drop down list.
The Customer Call History List displays all calls that have been placed to the selected customer. All calls on the Customer Call History screen are listed in reverse chronological order. You can perform the following actions:
| Action | Steps |
|---|---|
| To filter the calls by date |
Tap the calendar icon to select the date you want to view the calls for. |
| To filter calls by salesperson or category | Tap the filter  icon. You can search for a salesperson or category. Then tap the Apply Filter button.The screen refreshes the results. |
| To view the details of a call |
Tap any of the calls listed on the screen. The Call History Detail screen appears. |
| To return to the Customer Call History screen |
Tap the Back button. |
The fields on the Customer Call History screen are:
| Field | Description |
|---|---|
| Search Date |
The date from which historical calls are displayed. For example, if September 1st is selected in this field, only calls that occurred on or before September 1st are displayed. |
| Call Date |
The date on which the calls were placed. |
| Category |
The area of interest pertaining to the call. Valid category codes are configured in IntelliDealer at Configuration > CRM > Calls > Categories. |
| Customer Name |
The name of the customer. |
| Contact Name | The name of the customer contact. |
| Phone Number |
The customer's phone number. |
| Description |
A description of the call or any special instructions for the call. |
| Type of Call |
The type of call. Valid type codes are configured in IntelliDealer at Configuration > CRM > Calls > Types. |
| Reason for Call |
The reason for calling. Valid reason codes are configured in IntelliDealer at Configuration > CRM > Calls > Reason. |
| Result |
The result of the call. Valid result codes are configured in IntelliDealer at Configuration > CRM > Calls > Result. |