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Calls history in the customer and order card Calls are recorded in both the order and customer cards after you talk to customers over the phone (if you have activated the linking of call history to customers and orders). Not all telephony systems are capable of transferring call records to the system, however. false W3sidGl0bGUiOiJTYWxlcyIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvIn0seyJ0aXRsZSI6IkN1c3RvbWVycyIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvY2xpZW50cy8ifSx7InRpdGxlIjoiV29ya2luZyB3aXRoIHRlbGVwaG9ueSIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvY2xpZW50cy90ZWxlcGhvbnkxLyJ9XQ== Sales /users/operating-activity/ ["users","Sales"] ["users","Sales","Customers"] users

Calls history in the customer and order card

Calls are recorded in both the order and customer cards after you talk to customers over the phone (if you have activated the linking of call history to customers and orders). Not all telephony systems are capable of transferring call records to the system, however.

You can access call history by clicking the “Calls” button on the customer or order card.

Note

Calls are only displayed if the “Bind call history to customers and orders” setting is active, and if the customer has already been contacted.

The form in which call history data is displayed in the order card is determined by the telephony settings, and the date and time at which the order was created and the calls were made.

How to listen to a call recording

You can play back and listen to past calls via both the customer and order cards. Conversation recording is determined by the connected telephony system. Recordings will only be available if your chosen system supports playback.

Call records are not transmitted by systems such as: Asterisk, Avaya IP Office, NEOPbx telephones.

General call history is available in the “Communications” section.

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List of locations from which you can make calls
In the system, there are four locations from which you can make outgoing calls.