Call History

Use the Call History screen to access and view previous call histories. To access the Call History screen, open a Customer Profile, find the Quick Links section and click the Call History button.

Sorting options on the Call History screen are:

Sort by
Field	Description
Date	Sort call history search results by date.
Salesperson	Sort call history search results by salesperson.
Category	Sort call history search results by category.

Search fields on the Call History screen are:

Field	Description
Select Category	Search for call history by selecting a call category from the drop down list.
Select Salesperson	Search for call history by entering a salesperson.
Select Date Range	Narrow down the call history search results by entering a date range.

Information fields on the Call History screen are:

Information
Field	Description
Name	The customer's name.
Business Phone Number	The customer's business phone number.
Salesperson	The salesperson assigned to the customer's profile.

Fields on the Call History screen are:

Field	Description
Date	The date the call was made.
Category	The category of the call.
Call Details	Pulls the call description from the Description field on the Edit a Call screen. The number of detail lines displayed is determined by the value in the Call Detail Lines to Display field of the BRWVAL1 table of the green screen application. See the Configuration Tables topic for details.
Salesperson	The salesperson who made the call.
Type	The type of call.
Reason	The reason for the call.
Contact	Pulls the call contact from the Select Contact field on the Edit a Call screen.
Results	The result of the call.

Click a Date to open the Edit a Call screen.

Click Call Details to open the Call History screen.

Click the Need to enter a call? Click here to add link to enter a call.

Click the Need to enter a note? Click here to add link to enter a note.

Click the Need to schedule a call? Click here to add link to schedule a call.

Click Close to complete your work on the Call History screen and return to the previous screen.