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Contact Activity

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Talkdesk stores every interaction a customer has with your company in the corresponding contact’s activity tab.

Here, you can see all inbound and outbound calls, voicemails, chat transcripts, tickets, cases, notes, etc. 

Talkdesk also pulls information from all your other integrated business tools (i.e. Salesforce, Zendesk, Olark, SugarCRM, ZoHo, Highrise, Desk.com, etc.) and puts this information in their “Activity” tab.

To open a contact's Activity list, simply click on the contact's name or phone number in the following places:

  • "Call History" section [1] (previously, "Recent Calls").
  • "Voicemail" section.
  • "Contacts" section.
  • Keypad, when a call is ringing or while on a call. 
  • Any other link where it may be showing.

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Select the contact's 'Activity' tab [2].

If you wish to check all notes left during a call with this customer, click the '+' button [3] next to the corresponding entry. To listen to the call or voicemail click the “play” button [4]:

contactActivity_002.gif

Interactions displayed from an external system can have several options associated:

  • To view more information on each simply click the “+” button. [5]

  • To open the interaction in its origin system click the “Link” button. [6]

  • You can also edit, update or execute other interaction actions directly in the origin system (Note: this option may not be available). [7]

contactActivity_003.gif

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