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  • 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.

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

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

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          • #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?

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

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              • #8
                show me the screenshot of your panels, please

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                • #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.

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                  • #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

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                    • #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"
                          }
                      }

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                      • #12
                        why date end is before date start?

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                        • #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.

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

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                            • #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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