This article will help you work with the various functions of your call history.
You will learn how to export your call history.
You will learn how to adjust call history search filters
You will learn how to add & edit contacts from the call history
You will learn how to download call recordings.
You will learn how to enter notes on a call.
Time is fleeting...
When you clock in at the beginning of the day, it seems like you have all the time in the world to get everything done. And then you blink, look down at the clock on your computer and realize it's already lunch time. After lunch you get back to it, blink again and then realize you should have clocked out for the end of the day 13 minutes ago. Where did the time go? Did I get anything accomplished today? I feel like I just started! When it seems like there's just not enough time in the world, it's nice to be able to have everything you need all in one place. And when your business relies heavily on calls and related information, you'll find that the call history tab has a powerhouse of features to work with. Let's take a look at everything that you can do from here below.
What Do I Click?
Exporting your call history
Click the Call History tab → Click Export on the far right → name and save your document. The default file type is a ".csv" format.
Adjusting call history filters
A. By Date Range
Click the Call History tab → Click Filters on the left → click the From/To date field → select/type the date that you are looking for → click Filter.
B. By caller number, dialed number or call type
Click the Call History tab → Click Filters on the left → enter the info in the field you’d like to filter such as caller number, dialed number and choose the Call Type if desired → click Filter.
Clearing the filters
Click the Call History tab → Click Filters on the left → click Clear Filters → Click Filter. You may also click the “x” in each filtered item on the Call History page.
Creating a new contact from your call history
Click the Call History tab → find the call record → select the Add to Contacts icon (Person with + sign) → click Create New Contact→ enter the info as desired → Click Save.
Adding a number to an existing contact from the call history
Click the Call History tab → find the call record → select the Add to Contacts icon (Person with + sign) → click Add to Existing Contact→ select the existing contact → Click Save.
Editing an existing contact from the Call History
Click the Call History tab → find the call record → select the edit icon (pencil) → edit the info as desired → Click Save.
Downloading a call recording
Click the Call History tab → find the call record → select the Download icon (Downward Arrow with a bar) → name the .wav file → click Save.
Adding & reviewing notes to a call record
Click the Call History tab → find the call record → select the Notes icon (Notepad on far right) → enter your notes in the notes field → click Save.
Note: Clicking this will pull up the notes entered previously on this particular call record. It will not show up on any other calls from this number or contact.
Still need more assistance?
Contact our support team of Customer Success Managers either by sending us an email to support@ringfree.com or give us a call at 828-575-0030, then press Option 2 and we will be glad to assist you further.