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To access the Call tasks page, click Calls – Call tasks on the side menu.
Searching for call tasks
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- Search for call tasks by content
- Search for call tasks by date
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.
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.
A page with detailed information about the selected call task will open.
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.
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.
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.
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.
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.
2. In the dialog box, click OK to confirm the action.
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