Netsapiens

Call History

call history icon

The Call History provides a quick reference for the most recent 50 calls. Any number listed can be called by a single click on the number displayed.

call history window

outgoing call icon

Outgoing call

incoming call answered missed icons

Incoming call (answered)

incoming call answered missed icons

Incoming call (missed)

Slide Out toolbar

Hovering the cursor over an entry displays the slide out toolbar which offers a variety of actions dependent on the current call status and address book information retrieved:

call icon

Call

consult transfer

Consult Transfer

blind transfer

Blind Transfer

show contact crm source icon

Show Contact (icon reflects CRM source)

add call activity

Add call activity (if available)

add contact icon

Add Contact (if available)

Add Contact

add contact icon

When the call Preview window displays a call that is not yet found in any integrated address book (or is found in some but not all integrated address books) the Add Contact icon is displayed. This offers a quick method to insert the contact details into multiple locations.

Entry not found in any address book:

add contact window type

Entry found in all address books except Personal Contacts:

add contact window type

Select which integrated address book "Type" to add the contact into and either "Save" or "Save and Edit" to also open the contact within the selected address book. The stored details are then used to add to the next selected address book "Type" to quickly duplicate the contact record into multiple locations.

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