Using Call History within ChaseData Agent Application
To access the Call History Search within the Agent Application choose the phonebook icon on ChaseData Dialpad.
Call History window is the preferred method for agents to reference their own calling.
The call history for the current day will be presented to you on this screen by default. You have the ability to change the search date above to today’s date, yesterday, a fixed date, week, or past month.
You also have the ability to perform a smart search.
The smart search feature will be covered more thoroughly in our Admin section articles.
You can easily expand a lead by clicking on plus icon on the side of the contact row.
That will break out even more information on the contact itself.
The typical search headers you see are the campaign the call occurred in, name of the lead, phone number, resulting call status, that call date and any notes on the contact itself.
In expanded mode you will see additional information about the lead itself that is scrollable and can be collapsed easily by clicking the minus button at the beginning of the row.
The options you get at the bottom of this window allow you to make a call directly to the selected contact record or preview the call bringing it up on your agent workspace.
Related Articles
Using the Call History Module
On the agent portal, users have the ability to view their own call history. Note: Records will only be displayed as long as no other agent has called the specific leads. To access the call history module, first agents need to go on break. Once an ...Using the Search Tools within ChaseData Agent Application
This article is going to cover using the search tools provided within the ChaseData Agent Application. To access these tools there are two quick options. This tool is best used to find a contact or lead in the system. One is going to be using the ...What is ChaseData Agent Application?
The ChaseData Agent Application is a cloud based contact center solution allowing businesses to communicate to their prospects, contacts, accounts and other intended personal flawlessly with all of the enterprise phone system features you would ...ChaseData New Agent Client 20 Arguments
ChaseData Agent Client: Twenty Arguments in Favor of Upgrading Here we discuss why you should switch to the latest Call Center GUI as soon as possible if you’re still using the old Telemarketing GUI; we’re referring to the ChaseData CCaaS Agent ...Setting Up Agent Skills
This article is going to cover creating a new agent skill and configuring it to be used by agents in ChaseData’s Cloud Software Administrator Portal. The first place we need to go is the additional settings menu which is going to be at the top right ...