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Searchning For Call Tasks

On the Call tasks page, you can search for your call tasks.

If the call task list is very large, then using this function you can quickly find the call task you need.

There are 2 options you can use to search for call tasks:

Search by content includes the following parameters:

To search for a call task by content, enter a desired 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 desired 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.

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.

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

The following filtration categories are available:

Editing Call Tasks

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

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

The steps in editing a call task are similar to those described in section Creating New Call Tasks.

Deleting Call Tasks

To delete a call task, do the following:

      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.