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There are 2 options you can use to search for call tasks:
- Search by content
- Search by date
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- for call tasks by
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- call task name and Id
- Search for call tasks by call date and time
To search for call tasks by a call task name
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- Id – call task identification number. This number is assigned to each call task automatically when it is created.
- Task name – name you entered for the call task when it was created.
- Count phone numbers – total phone numbers in the call task.
- Dial-up attempts – total number of calls (including repeated calls) that the system made.
To search for a call task by content enter the necessary value in the search field on the left side of the page.
Search results are displayed automatically.
You can use the Clear button to clear the search field.
When you search To search for call tasks by date, you can use the following parameters:
- Date
- Time
To search for a call task by date enter the necessary date and/or time date and time set up the necessary period in the search field on the right side of the page.
Информация |
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When you set up a period of time to search for call tasks, you also need to choose the time when this period starts. |
Search results are displayed automatically.
You can use Use the Clear button to clear the search field.
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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.
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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Using control elements at the top of the page you can perform various actions on calls.
Button | Description |
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Display only problem calls | |
Add one client to a call task | |
Add multiple clients to a call task | |
Restart unsuccessful calls | |
Cancel calls for unavailable clients | |
Export a call report | |
Download a call report | |
Export a call report with variables |
With control elements at the bottom of the page, you can perform the following quick actions with call tasks:
Button | Description |
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Viewing problem calls
To display problem calls use the button.
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Status | Description |
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| Depending on the code received from the mobile carrier, the following statuses are possible:
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Canceled | Client cancelled the call |
No connection | The phone number is dialed but the call does succeed (incorrect call settings, mobile carrier errors) |
Failed | The called succeeded but finished unexpectedly due to an error |
Invalid | The wrong format of phone number (for example: 8447911123456. The correct format of phone number: 447911123456) |
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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.
The steps for editing a call task are similar to those described in section Creating new call tasks.
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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.
The selected call task will be deleted.
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