Creatio administration
This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

Call page

The call page consists of the field group containing general data, and several tabs.

Common data

General information about the call.

From

Phone number from which the call was made. This is a non-editable field.

To

Phone number to which the call was made. This is a non-editable field.

Call direction

Indicates whether the call is incoming or outgoing.

Created by

User who receives an incoming call or makes an outgoing call.

The [General information] tab

The [General information] tab contains information about the date and time of the call, results and information about system objects that the call is connected to.

Start date

Start date and time of the call. This is a non-editable field.

End date

End date and time of the call. This is a non-editable field.

Contact

Individual with which the call is connected. The field is filled in with the name of the contact that has been identified by the system by the phone number. When you fill in the [Contact] field, the [Account] field will automatically be filled in with the name of the account specified on the contact page. This is a non-editable field.

Account

Company that the call is connected to. The field is filled in with the name of the account that has been identified by the system by the phone number. This is a non-editable field.

Redirected from agent

Employee user that transferred the call. This is a non-editable field.

The [Timing details] tab

The [Timing details] tab contains information about duration and other timing details of the call.

Duration

Call duration specified in seconds. This is a non-editable field.

Time to connection

Time taken to answer the phone, in seconds. This is a non-editable field.

Conversation time

Conversation duration excluding connection time, in seconds. This is a non-editable field.

On hold time

Time the call is on hold when transferring, in seconds. This is a non-editable field.

The [Attachments and notes] tab

Additional information about the call.

Attachments

Use this detail to store files and links related to the call. For example, here you can attach a file with the recorded call.

Notes

The [Notes] detail is used to store additional text information about the call. You can edit and organize your lead notes on the detail. If you switch to another tab of the call page, the information on the [Notes] detail will be saved.

The [Feed] tab

The [Feed] tab displays messages related to the invoice.

Additional columns

The section contains additional columns that are not displayed on the article page, but can be displayed in the section.

Caption

Caption for the call. The caption is generated automatically. It consists of the values of the [Call direction] and [Start] fields: For example, “Incoming”: 12.02.2014 3:26 PM”.

Number

Subscriber telephone number who received or made the call.

Activity

Activity that the call is connected to.

Transferring number

Phone number from which the call was transferred to another number.

Number being transferred

Phone number that the call was transferred to.

 

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