Automatic Activity Details

Automatic activity assignment to transferred calls

We have developed a reporting algorithm for automatic activity creation for transfer action. This activity creation is enabled for blind transfer in addition to supervised transfer. Tegsoft started to record the transaction history of transferred calls. This feature will automatically work when a transfer is made to the numbers saved as an activity and the call will be recorded. You can listen to these conversations recorded in the system.These records will be available in the “Contact Activity” reports.

Numbers to be transferred should be saved in this activity on the “CRM Parameters” screen. Three definitions such as “Activity” – “Activity Group” – “Activity Top Group” must be saved to the system.

Definitions

Press the “+” button to create a new activity. You should name the person and put in their number or extension in the “Acttypeid” box. Then, you must save the entry to the system.

You must next create a new activity group. After creating an “Activity Group” you must assign your recorded activity under this group. You must include the “Activity Group” in an “Activity Top Group”.

After the mentioned assignments the number, the system will assign an automatic activity to this call whenever a transfer is added to the saved number.

Channel filter is added contact activity reports

Filter by “channel” option is added in "Contact Activity" reports. With this filter, you can get reports based on a channel type.