Manage Calls in the Back-Office

Oro provides a call tracking tool to record any call-related details, such as the subjects of calls, people involved, and even call duration, for users who make and receive many calls per day and communicate with clients by phone. This is especially helpful to managers who can monitor the progress of important tasks and see if all key contacts have received enough attention.

Before proceeding to the detailed guidance below, see a short demo on how to log calls in your Oro application.

Log Calls

You can log a call in the following ways:

• Under Activities > Calls by clicking the Log Call button on the top right.

• On the page of a record under the More Actions menu on the top right.

• By clicking the Log Call icon that appears next to the provided phone number throughout the system when you hover over it.

  

Manage Logged Calls

You can view, update, delete the existing call record, and add a context or a comment to it from the following pages in your Oro application:

• From the page of a related record in the Activities section.

  

• From the page of all calls under Activities > Calls in the main menu, where you can perform the necessary actions for a call by hovering over the More Actions menu at the end of the row.

• From the page of a selected call.

Note

You can also access your call log from the Recent Calls dashboard widget.