Call History List

Use the Call History function to access and log call information for all entities in TAM. To open the Call History List for a particular entity, do the following:

1. From Home Base, click Clients & Files.
2. Select the appropriate entity type from the dropdown menu.
3. Highlight the appropriate entity in the list and click Options, Call History.

Call information is listed in the following columns:

• Date: Date the call was logged
• Time: Time the call was logged
• Op: OpID who logged the call
• Contacted: Whether the caller successfully reached the recipient (Y or N)
• Interested: Whether the recipient expressed interest in the caller's proposal (Y or N)
• Notes: Any additional information recorded when the call was logged

Click the tab headings to view the following lists:

• All: All calls logged for this recipient
• Contacted: Calls displaying Y in the Contacted column
• Interested: Calls displaying Y in the Interested column
• Filter: See Filter Call History List for more information.

The workflows available under Options vary based on the entity type you are accessing, but the following workflows are available from every Call History List:

• Log a Call
• Dial and Log a Call
• Modem Parameter Setup
• Filter List