You can find every completed call ever created for the accounts you can see - including ones made by other users whom the accounts are shared with.

There are 2 viewing modes for the call history by:

  • Activity: Displays all work items

  • Order: Only displays calls where an order has been taken


You are able to search by:
  • Account Name
  • Order ID
  • Product Description
  • Product ID
  • Product EAN
  • Distributor
  • Distributor Account Number
  • Distributor Identifier Number
  • IMS ID (Related ID)
  • Customer Reference Number