Call History

Data Source: CMASCP

The Call History screen allows you to access/view previous call histories.

The following is a description of the sorting options available on the Call History screen:

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.

The following is a description of the search fields that appear on the Call History screen:

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.

The following is a description of the Information fields that appear on the Call History screen:

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.

The following is a description of the fields that appear on the Call History screen:

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 Note:  The number detail lines that will be 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 on a Date to open the Edit a Call screen.

Click on the Call Details to open the Call History screen.

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

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

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

The following button allows you to complete your work on the Call History screen:

Button	Function
Close	Closes the Call History screen and returns to the previous screen.