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To access the Call tasks page, click Calls Call tasks on the side menu.

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Searching for call tasks

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  • Search for call tasks by content
  • Search for call tasks by date

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Search by content includes the following parameters:

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To filter call tasks, use the filtration buttons located in the upper right corner of the page.

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When you click a filtration button, only call tasks that belong to the selected filtration category are displayed.

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To view details about a call task, click the button for the necessary call task.

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A page with detailed information about the selected call task will open.

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At the top part of the page, there are control elements for managing the current call task.

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In the Statistics section, there is the summary information about the call task in the form of pie charts.

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This section displays the following information:

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Above this list there are filters that you can use to search for necessary calls in the call task.

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Using the first filter, you can search by the following criteria:

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Search results are displayed as a list at the bottom of the page.

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Search results provide the following information about calls:

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To edit a call task, click the button for the necessary record on the list.

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As a result, the following dialog window will open as displayed in the image below.

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      1. On the Call tasks page, click for a task you want to delete.

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      2. In the dialog box, click OK to confirm the action.

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