Call Back - ability to record call source - Inbound/Outbound

[Martyn Houghton]

We use the Call Back Action (Phone symbol) to record calls we both receive and make, with less frequency of recording requests for call backs. We then have  default Time Sheet category linked to action, so we can collate time spend on phone compared to other categories.

Would it be possible to have radio button (default can be call back) that has Call Back, Incoming Call, Outgoing Call, so that we can differentiate the type of call action being recorded.

Ideally depending on the value select the timeline entry initial action type would be updated to reflect the type as well.

Cheers

Martyn

[James Ainsworth]

Hi Martyn,

You are using the Phone action for its defined purpose. Great to hear. Any communication over the phone can/should be captured using this action item.  We do have a change to allow you to differentiate between an outgoing and an incoming phone call along with a number of other improvements to the Phone Action item.  I'll add you to the change.  It is not schedule yet and I'll post back here once I have some new of its progress.

Regards,

James

[Martyn Houghton]

@James Ainsworth

Thanks. Glad it is something that is being considered.

Cheers

Martyn

[Martyn Houghton]

@James Ainsworth

Would it also be possible to have  displayed telephone number be clickable to allow dial'ing in Skype, as it is on the main Customer section when these changes are implemented.

Cheers

Martyn

[James Ainsworth]

Hi @Martyn Houghton

Yes, it was actually already listed as a requirement on this change, so this will be included.

James

[James Ainsworth]

The Phone Action on the requests has been updated with the following format.  You can now capture if the phone call was an incoming or outgoing call which will be recorded in the Timeline.

[Martyn Houghton]

@James Ainsworth

Thanks, yes we been using it already.

One further improvement would be to be able to change the radio button to 'Outgoing' when you double click on the number to 'Click to Dial' it in Skype, plus the option raised separately about including connections.

Cheers

Martyn