Automatic Call Tracking
To access this feature, open your CRM Dashboard and click on Call History. Review the complete chronological log of all incoming, outgoing, and missed calls across your organization.
Setup Instructions
Step 1
Click on Call History in the sidebar menu to view your organization's centralized call log.
Step 2
View paginated call records sorted in reverse chronological order with color-coded status badges.
Step 3
Use the search bar at the top to search by contact name, phone number, or telecaller.
Step 4
Apply multi-criteria filters for Call Type (Incoming, Outgoing, Missed, Rejected) and Date Range.
Step 5
Click on any call row to expand the detailed metadata inspection drawer.
Step 6
Inspect connected SIM slot (SIM 1 / SIM 2), device model, ringing latency, and agent notes.
Step 7
Click Export Audit Trail to generate an unalterable Excel or CSV log for compliance records.
Got Questions?
Frequently Asked Questions
No. To maintain complete audit integrity, call history records are strictly append-only and cannot be altered or removed.
If a number exists in your DialSummary CRM, the customer's name displays automatically across all dashboards.
A 'Rejected' status indicates the recipient pressed the decline button or sent the call directly to voicemail.