X.0 - Click to Dial Log - Incoming and Outgoing Call Logs

Conten

Introduction
How to Access the Click to Dial Log?
Click to Dial Log
Register a Call
Export Click to Dial Log
Expand/Collapse View for a Call
Edit a Call
Delete a Call
How to set Filters in the Click to Dial Log?
Profile - Default Mobile Numbers and Country Code
Profile Specific Call Log Link

Introduction

The Click to Dial Log feature allows you to register all manual incoming and outgoing calls. The key functionalities of the Click to Dial Log are outlined below:

Tracking Communication: It helps you to keep track of conversations, ensuring that important calls are not forgotten
Contact Information: It enables efficient access to recently contacted phone numbers and individuals, facilitating effective follow-up actions
Managing Call Logs: It helps organise and manage communication patterns, which is especially useful for businesses or individuals to maintain a record of calls for professional or personal purposes

How to Access the Click to Dial Log?

To access the Click to Dial Log page, click the Click to Dial Log icon as shown in the figure below.

The Click to Dial Log icon shows the number of calls based on the configuration settings in the Call Status master. In the Call Status master, when the 'Attention Status' is configured to 'Yes' for 'Revert Back', 'Successful', 'Unsuccessful', or 'Missed Call', the call count will be displayed in the Click to Dial Log icon.

By default, 'Attention Status' is set to 'Yes' for the 'Revert Back' call status.

To configure these settings, please contact our Entire OnHire Support team.

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Click to Dial Log

The Click to Dial Log page shows the call log details of all the Members, Applicants, Clients, and Professionals and includes Call To, Call From, Call Type, Saved To, Call Status, Date/Time, and Call Duration details.

The Click to Dial Log page displays the aggregate count of both incoming and outgoing calls and is configured with a default filter set to one week.

In the Click to Dial Log page, you can:

Display call history from - allows you to customise the Click to Dial Log page by selecting the Start Date and End Date, followed by clicking Apply

Note that the selection of a date range is limited to a maximum duration of one year, with the default filter set to one week
Search - allows you to search the specific details from the Click to Dial Log page
Filter icon – allows you to apply filters in the Click to Dial Log page
Export - allows you to export all the available Click to Dial Log data into an Excel file
Three Dots – for each registered call, three dots allow you to perform the following action:
- Edit – allows you to edit the selected call
- Delete – allows you to delete the selected call
Expand/ Collapse View - allows you to view/hide the details of the call
Setting icon - allows you to open the Contact Master and the Reason of Contact master

Click to Dial Page New

Register a Call

To Register a Call:

Click the Register a Call from the Click to Dial Log page and the 'Register a Call' pop-up opens
You can register an Incoming call (Call From) or an Outgoing call (Call To)
Provide all the required details
Click Save

Field Name	Description
Save To	Select a Member, Applicant, Client, or Professional to register a new call.
Call From	Call From indicates an Incoming Call and based on the selected option in the 'Save To', the values in the 'Call From' are displayed. For instance, if the Save To is selected as Member, all the member names along with their Favor ID are displayed in the Call From drop-down. When the value in the 'Call From' is selected, the profile picture, phone numbers, and email id of the Member, Applicant, Client, or Professional is displayed. If the profile picture is not available, the initials of the recipient are displayed.
Call To	Call To indicates an Outgoing Call and based on the selected option in the 'Save To', the values in the 'Call To' are populated. When the value in the 'Call To' is selected, the profile picture, phone numbers, and email id of the Member, Applicant, Client, or Professional is displayed. If the profile picture is not available, the initials of the caller is displayed.
Call Status	You can select Call Status as Successful, Unsuccessful, Missed Call, or Revert Back, and by default, Successful call status is selected.
Duration	Select the duration of the call, by selecting the Minute(s) and Second(s).
Notes	Provide the required notes for the call. There is no word limit for providing notes for the call.
Date	By default, the current date is displayed and to select the customised date, click the calendar icon.
Time	By default, the current time is displayed and to select the customised time, click the clock icon.
Call Tag	The Call Tag is preselected based on the origin of the call. For instance, if the call is initiated from Personnel Card, the tag 'Personnel Card' is applied. If initiated from the Search Professional screen, the tag 'Professional' is used. Calls originating from the Allocation screen related to a shift are tagged as 'Shift', and from the Click to Dial Call Log screen are tagged as 'Click to Dial Log'. You can search and select the call tag by typing its name, such as Shift Confirmation, Shift Cancellation, Availability Update, Urgent Shift Request, Follow-up Call, Client Inquiry, and so on. If the call tag does not exist, you can create a new call tag as required. 🔗How to add a new Call Tag?
Related To Client	Select the available client for the Professional. Note that this option is available when the call is registered for a Professional and must be selected. All the clients associated with the selected professional will appear in the list.
More Details	Click to add details such as Reason of Contact, Contact Outcome, Log Type, and Source. Note that the options available in the Reason of Contact are updated based on the selection in the Save To field for Member, Applicant, Client, or Professional.
Source	Shows the source of the call. The source may be displayed as 'EOH', or 'VXT' depending on where the call was initiated.
Log Type	Select the Log Type that is fetched from Log Type Masters (Home → Settings → Object Keywords → Contact Log).
Reason of Contact	Select the Reason of Contact for the selected caller (Member, Applicant, Client, or Professional). The Reason of Contact is fetched Reasons (Personnel) Masters → CRM → Profile Type selected (as Member, Applicant, Client, Professional). You can access the Reason of Contact master directly from the Click to Dial Log page by selecting Reason of Contact from the Settings icon, as shown in the figure below.
Contact Outcome	Select the Contact Outcome for the selected caller. The Contact Outcome is fetched from CRM, Contact Outcome Masters. You can access the Contact Outcome master directly from the Click to Dial Log page by selecting Contact Outcome from the Settings icon, as shown in the figure below.

Note that the synchronization of Log Type, Reason of Contact, and Contact Outcome between Entire OnHire and VXT systems is executed at 10-minutes intervals, during which VXT API calls are consumed.

Last Call Log

You can view the last call log of the Outgoing/ Incoming call by clicking the last call log icon as shown in the figure below.

How to Download Call Logs in an Excel Report?

You can export all the existing Click to Dial Log or choose a customised date range by selecting Start Date and End Date. For the customised date range, ensure to click Apply to update the page with the newly specified date range.

To export the Click to Dial Log page details:

Click the Export icon and the Click to Dial Log is downloaded into an Excel File
The downloaded Click to Dial Log report shows Call To, Call From, Call Type, Saved To, Date/Time, Call Duration, Call Status, Contact Number, Log Type, Related To, Call Tag, Reason of Contact, Contact Outcome, Source, Created by, Created Date, Updated By, Updated Date, Completion Type, and Notes

Sample Figure of the Click to Dial Log Report

Expand/Collapse View for a Call

You can take action to expand or collapse the view for a call by clicking the expand or collapse icon. By clicking the expanded view icon, all the available details of the call can be viewed as shown in the figure below.

If the Notes for the call are lengthy, the Read More and Read Less options are displayed to view/condense the notes.

Edit a Call

You can edit existing calls in the Click to Dial Log page. To edit the existing calls:

Click the three-dot icon of the call and select Edit as shown in the figure below, and the existing call will open in edit mode

Except for the Save To, Call To/ Call From, you can edit all the required details of the Call
For the profile type as Professional, it is mandatory to select the Related To Client option
Click Save

Delete a Call

You can delete existing Calls. To delete the existing Calls:

Click the three-dot icon of the call and select Delete as shown in the figure above. A confirmation message is displayed, click Yes to delete the call log

Filters

The Filters are used to retrieve a specific Click to Dial Log based on the filter conditions provided. You can filter the Click to Dial Log based on Call To, Call From, and Saved To.

The Filters created in the Click to Dial Log page are saved for future use. When you re-login to the Click to Dial Log page, the call history will be displayed based on the filter(s) set.

How to set Filters in the Click to Dial Log?

To set the filters in the Click to Dial Log page:

Click the filter icon , and the Filters pop-up screen opens
Select the filter (such as Call To, Call From, Saved To, Source) along with the filter condition and corresponding details for the selected filter
Click Save

You can add multiple filters on the Click to Dial Log page, and to add multiple filters, click the plus icon as shown in the figure below. On clicking Save, all specified filter conditions will be applied on the Click to Dial Log page.

To remove all filters, click Remove All Filters in the Filters pop-up or select the cross icon adjacent to the Filters icon on the Click to Dial Log page as shown in the figure below.

Profile - Default Mobile Numbers and Country Code

The default mobile number for all the profiles are retrieved from the Staff Portal:

Member - Default Mobile No. from the Personal Details page
Client - Main Number from the Client Details - Address and Contact Details tab
Professional - Contact Number from the Professional page

The default country code for all profiles, excluding professionals, will be determined by the default country set in the Country master.

The Country Code for the professional will be determined based on the code selected in the Contact Number on the Professional Details page.

If the default country is not configured in the Country master, the default code will be +61.

Profile Specific Call Log Link

The profile specific call log links are available on various screens, allowing you to directly access all call logs associated with the selected profile.

The call option will be enabled in the Personnel Card, Member Contact Card, Client Contact Card, and Search Professionals screens as shown in the figures below.

Personnel Card of the Member/ Applicant
Navigation: Home → Personnel Card → Select Member
Member Contact Card
Navigation: Allocations → Member Card
Client Contact Card
Navigation: Allocations → Client Card
Search Professional
Navigation: Profiles → Professionals → Search Professional