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.
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