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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
On the Call tasks page , you can search for your call tasks.
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To search for a call task by content , enter a necessary value in the field on the left side of the page. Search results are displayed automatically. Use the Clear button to clear the search fields from the specified values.
To search for a call task by date , enter a necessary date and time in the field on the left side of the page. Search results are displayed automatically. Use the Clear button to clear the search fields from the specified values.
Filtering call tasks
On the Call tasks page , you can filter call tasks by categories.
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Using this function , you can quickly find call tasks you need (for example, all call tasks that are in progress or call tasks that have been scheduled but are not started). |
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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At the top part of the page , there are control elements for managing the current call task.
In the Statistics section , there is the summary information about the call task in the form of pie charts.
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- Client ID
- Client's phone number
- Call cost
With the second filter , you can search by the date and time of the call.
To clear the filter fields , use the Clear button.
On the right side of the filter bar , there are control elements that allow you to adjust the size of the list with search results. The list can contain the following number of entries: 10, 50, and 100.
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At the end of each line with call information , there are control elements for the following actions:
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Editing call tasks
To edit a call task , click the 
button for the necessary record on the list.
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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