Searching by Call ID
The results from a search by Call ID show the Call ID, the customer name, status, and date. When you select a result, a Call ID drawer opens with call details. From the drawer, you may update or add a comment, cancel the call (if available for the call as per call status), and Duplicate & Create New Call.
Understanding the Call Entry Request
The Request section is where information about the event behind the call is recorded and where you can enter follow up requests and comments.
You can use one of the following methods to add the event information:
• Manual Call Entry
• Scripted Call Entry