Call in History and Activities

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  • tothewine
    Active Community Member
    • Jan 2018
    • 373

    Call in History and Activities

    Hi
    how do I view call history and scheduled calls
    Thanks
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #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.

    Comment

    • tothewine
      Active Community Member
      • Jan 2018
      • 373

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

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #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 » Settings > Activities Entity List and History Entity List - is Call in list

        Comment

        • tothewine
          Active Community Member
          • Jan 2018
          • 373

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

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #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?

            Comment

            • tothewine
              Active Community Member
              • Jan 2018
              • 373

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

              Comment

              • tanya
                Senior Member
                • Jun 2014
                • 4308

                #8
                show me the screenshot of your panels, please

                Comment

                • tothewine
                  Active Community Member
                  • Jan 2018
                  • 373

                  #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

                  • tanya
                    Senior Member
                    • Jun 2014
                    • 4308

                    #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

                    Comment

                    • tothewine
                      Active Community Member
                      • Jan 2018
                      • 373

                      #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

                      • tanya
                        Senior Member
                        • Jun 2014
                        • 4308

                        #12
                        why date end is before date start?

                        Comment

                        • tothewine
                          Active Community Member
                          • Jan 2018
                          • 373

                          #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).
                          Last edited by tothewine; 12-19-2018, 03:13 PM.

                          Comment

                          • tanya
                            Senior Member
                            • Jun 2014
                            • 4308

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

                            Comment

                            • tothewine
                              Active Community Member
                              • Jan 2018
                              • 373

                              #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.
                              Attached Files
                              Last edited by tothewine; 12-19-2018, 03:12 PM.

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