Viewing and Updating Call Records

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

SummitAI Service Management Help

Contents
Call Management_1
Creating Call Records
Viewing and Updating Call Records
Configuring Call Types

The CALL RECORD LIST page displays the list of Call Records along with some basic information, such as Call Record No., Logged Time, Status, Caller Name, Call Record Type, Workgroup, and Description. With filter options, Analyst can search the Call Records as per the filter criteria. Analysts can view the Call Record details and take appropriate actions.

To View/Update Call Record Details:

  1. Select Call > User > Manage Calls > Call Record List. The CALL RECORD LIST page is displayed. 
  2. Click the Call Record No. (Call No.) that you want to view or update. The corresponding CALL RECORD DETAIL page is displayed.
  3. View/update the Call Record details and click SUBMIT to save the changes. To know about the fields and status on the CALL RECORD DETAILS page, see Field Description. 

Figure: Call Record List page 

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CALL RECORD DETAILS page. 

FILTERS

Click the Filters icon to specify a particular filter criteria to display the Call Records. On clicking the Filters icon, the FILTERS pop-up page is displayed. Specify the filters criteria and click SUBMIT. 

Figure: Call Record List page: Filters pop-up 

ADD NEW

Click ADD NEW to create a new Call Record. To know more about fields on the new Call Record page, see Creating Call Records.