Home > Dial IT Features > History Pop Up

History PopUp

Set in Configuration whether a History should be displayed or not. 

Configuration →  Details Setting →  History

History will only open:

 

 

 

<> <> <> <>

 

Function  Description
History type   Select a history type, e.g. call, meeting, completion... 
If you select History type as 'Call' the bullet list at the bottom of the History window will be active:

If you select some other History type it will be disabled and unclickable.
Result Select here a result:
Did you attempt to call somebody?
Did you receive a call?
Did you complete a call?
Or did you leave a message?

You can also select it by checking here an option. The record under Result will then be updated:
  
"Call attempted" means that you tried to call somebody but your call was not answered.
"Call left message" appears if a user is engaged with a call for a certain time. Define in the configuration the time between "Call left message" and "Call completed". 
This will happen when talking to a mailbox or an answering machine. 
Contact A contact is displayed whom this number is allocated in ACT! to.
If no contact was found with this number in ACT! "Unknown contact" will show up, this line remains empty.
Click on the arrow behind the entry field of the contact. 
Then you can select from the following 3 options:
  

 Clicking on this icon will open the ACT! dataset of the caller.

 
  1. Select a contact from your ACT! databank
  2. Create a new contact
  3. Add the history to your personal record  
You also  have a possibility to select here several contacts, e.g. for a telephone conference.
Date  Displays the date of the call.
Time  Displays the time of the call.
Duration Displays the duration of the call.
Attachment                                                                         
Associate with



 Associate this history with one (or several) Group(s) or Company(ies).
'Add Contact to" - select the Company or group from the drop down list where you would like to add the contact

'Add Contact to selected Groups' - by clicking on this button all contacts from the group where your contact belongs to will be selected
'Add Contact to selected Companies' - by clicking on this button all contacts from the Company where your contact belongs to will be selected
Record Manager Default value is the registered user. 
 Private Check the checkbox Private to mark your activity as private so that no other ACT! users can view it (unless they are involved in the activity).
Regarding Select a Regarding for the history or enter a Regarding. 
Details Enter the details of the history record into the textfield.
Close Closing of the History window saves the entries. 
Activities


 Here you can select existing activities, screen for activitites and then clear or edit them.
Having created new activities in ACT!, you can load them into the open history window with the button 'Load ToDo's'.
Schedule Activity You can schedule an activity also during the call
For further information see 'Activity'.
History History is created and the Popup is closed.
History and Activity Activity and History are created and the Popup is closed.

Date &              incoming     Caller ID#   Tapi device
time of the         number        
call

See also
Activity
Group Membership
Sending report/email templates by email