Call Views (or “Where are my Notes?”)

Each Call Log can be displayed with one of three levels of detail. A single control is used to rotate through the three levels of detail. This is true in the app and on the web.  On the web app, the Views control button looks like this:Views icon

You can also click on the call to cycle through the three views.

Download the Call Views tutorial here

Screen Shot 2018-01-09 at 12.48.18 PM

Call Log Display options on iOS

Android options are nearly identical.

The three mobile detail options are accessed by clicking on the arrows in the gray bar near the top of the display that shows which call log you are seeing. The arrows look like this:

Smallest viewScreen Shot 2018-01-09 at 12.48.43 PM

To get the most calls on the screen at once, the least detail view limits the call information to two line and includes the following details:

  • Name of contact
  • Company name
  • date for next action
  • lightning bolt icon if the call is market Urgent

Medium viewMedium View iOS

If your screen real estate allows, you can have a bit more detail

  • Name of contact
  • Company name
  • date for next action
  • lightning bolt icon if the call is market Urgent
  • the assigned Call Action (which can be customized)
  • The name of the individual who entered the call.

Largest ViewScreen Shot 2018-01-09 at 12.49.09 PM

For a more complete overview of the call, the largest view includes the call Headline.  The Headline can be created as part of the Additional Options when the call is created or added by Editing the Call.  It is intended to be a short description of the reason for the call. Only a single line is displayed.

Call Details

To see more of the Call Details and history, click on the call to display the full Call Details screen.

Screen Shot 2018-01-09 at 12.49.18 PM

Web Views

On the web, there is no Detail View of a single call, so the notes and all call actions are visible in the Largest View. There are still three levels of view and you access them by clicking on the Changing View Mode icon at the top of the Calls page. [ Views icon]

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