Announcement

Collapse
No announcement yet.

Call in History and Activities

Collapse
X
  • Filter
  • Time
  • Show
Clear All
new posts

  • Call in History and Activities

    Hi
    how do I view call history and scheduled calls
    Thanks

  • #2
    Hello,
    could you explain, where do you want to see it. Because you can find activities and history in Accounts, Contacts, Users, custom Entities with base plus type and on the Dashboard.
    Job Offers and Requests

    Find Developer
    Find Customer

    Comment


    • #3
      i want to see in this section of lead or account

      Comment


      • #4
        This tab is here by default (on the Lead detail view and on the Account detail view)
        If you can't see it and this entity is readable for your user:
        1. Check the Layout : Administration >Layout Manager > Account > Side Panels (Detail) > are History and Activities panels enabled
        2. Administration ยป Settings > Activities Entity List and History Entity List - is Call in list
        Job Offers and Requests

        Find Developer
        Find Customer

        Comment


        • #5
          I just setting in the activities entity list and history entity list but it's not visible

          Comment


          • #6
            I saw Call tab on your previous screenshot. What about others:
            1 - is Call readable for this user?
            2 - is side panel visible for this entities?
            Job Offers and Requests

            Find Developer
            Find Customer

            Comment


            • #7
              In particular:
              - The calls is visible for all user of the team
              - The side panels is visible for this entity

              Comment


              • #8
                show me the screenshot of your panels, please
                Job Offers and Requests

                Find Developer
                Find Customer

                Comment


                • #9
                  This is a Lead where a Call was created in the stream but it's not in the activity list.
                  The logged user has admin rights and has membership for every possible team.

                  ~Tech Guy

                  Click image for larger version  Name:	vivaldi_2018-12-03_20-18-54.png Views:	1 Size:	62.5 KB ID:	43870
                  Last edited by tothewine; 12-03-2018, 07:33 PM.

                  Comment


                  • #10
                    I need a screenshot of this created call.
                    important is
                    - did you use parent field for relation or custom one
                    - did you set start and end time
                    Job Offers and Requests

                    Find Developer
                    Find Customer

                    Comment


                    • #11
                      We use the parent field. The start and end time are set. This is the raw Call entity:

                      Code:
                      {
                          "id": "5c0540003038f8492",
                          "name": "THIS IS A CALL",
                          "deleted": false,
                          "status": "Non Interessato",
                          "dateStart": "2018-12-05 14:30:00",
                          "dateEnd": "2018-12-03 14:35:00",
                          "duration": -172500,
                          "reminders": [],
                          "direction": "Outbound",
                          "description": "",
                          "createdAt": "2018-12-03 14:38:56",
                          "modifiedAt": "2018-12-03 14:38:56",
                          "googleCalendarEventId": null,
                          "parentId": "5bfd5c0689439f413",
                          "parentType": "Lead",
                          "parentName": "THE PARENT",
                          "accountId": null,
                          "accountName": null,
                          "usersIds": ["5bf2e63b18e14db83"],
                          "usersNames": {
                              "5bf2e63b18e14db83": "Mario Rossi"
                          },
                          "usersColumns": {
                              "5bf2e63b18e14db83": {
                                  "status": "Accepted"
                              }
                          },
                          "contactsIds": [],
                          "contactsNames": {}, "contactsColumns": {}, "leadsIds": ["5bfd5c0689439f413"],
                          "leadsNames": {
                              "5bfd5c0689439f413": "THE PARENT"
                          },
                          "leadsColumns": {
                              "5bfd5c0689439f413": {
                                  "status": "None"
                              }
                          },
                          "createdById": "5bf2e63b18e14db83",
                          "createdByName": "Mario Rossi",
                          "modifiedById": null,
                          "modifiedByName": null,
                          "assignedUserId": "5bf2e63b18e14db83",
                          "assignedUserName": "Mario Rossi",
                          "teamsIds": ["5a0d9fb4ca099923d"],
                          "teamsNames": {
                              "5a0d9fb4ca099923d": "A Team"
                          },
                          "googleCalendarId": null,
                          "googleCalendarName": null,
                          "risorseUmaneId": null,
                          "risorseUmaneName": null,
                          "isFollowed": false,
                          "followersIds": ["5bf2e63b18e14db83"],
                          "followersNames": {
                              "5bf2e63b18e14db83": "Mario Rossi"
                          }
                      }

                      Comment


                      • #12
                        why date end is before date start?
                        Job Offers and Requests

                        Find Developer
                        Find Customer

                        Comment


                        • #13
                          No idea, we see that every now and then. But I don't think it's related (even tough it probably is a separate bug).

                          ~ Tech Guy

                          Comment


                          • #14
                            History panel shows old events, Activity - events in the future. Fix it, check permission and check panels and calendar again
                            Job Offers and Requests

                            Find Developer
                            Find Customer

                            Comment


                            • #15
                              Still nothing. I ensured that call durations are not negative. See description of the various images for more detail. I also attached screenshots for my user permissions, the calls. I attach the json for entities too, maybe it's useful.

                              ~TechGuy
                              Attached Files
                              Last edited by tothewine; 12-07-2018, 02:27 PM.

                              Comment

                              Working...
                              X