See who called and call back

Find the calls you missed, call the person back and mark each call handled when it is dealt with.

Where to find it

Essentials › Phone call history (Easy mode)

Open this screen

Steps

  1. In Easy mode, open “Phone call history” under Essentials.
  2. Choose the period: “Today”, “This week” or “All”.
  3. Choose “Missed” to see only the calls that may need a call back, or “Not handled” for everything not yet marked handled.
  4. On a card, read who called, when, the line, the “Rule followed” and the result; a “Voicemail message” and the summary show below when there is one.
  5. Press “Call back” to ring them from the phone you are using, or “Conversation” and then “Call again” to call through your line.
  6. Press “Mark as handled” when it is dealt with; “Handled · Undo” takes it back.

Settings on this screen

SettingWhat it doesDefault
MissedCalls that were missed, hung up before choosing, or left a voicemail.—
Not handledCalls not yet marked handled.—
Call backA tel: link that dials from your own device. Highlighted on missed calls.—
Mark as handledMarks the call dealt with for the whole workspace.—

Troubleshooting

“No missed calls in this period.”

Nothing was missed in that period. Choose “All” to look further back.

“Every call in this period is handled.”

All calls in the period are marked handled.

“Could not save. Please try again.”

The handled mark was not saved. Try again; if it repeats, reload the page.

There is no “Call back” button on a call.

It shows only on incoming calls with a number; a withheld number shows “Number withheld”.

Tips

  • “Supervisor listening” or “Supervisor on the call” on a live call is shown to staff only; the caller is never told.

Good to know

  • “Call back” uses the device you are on, so the caller sees that device's number, not your line's.

Related how-tos

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