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How do I look up an order by customer name or phone number

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"How do I look up an order by customer name or phone number?"

 

You can use Report Tool's "Calls Received - Detail" report type to find any individual call:

 

  • Select the Reports | Report Tool menu item
  • Make sure the Report Type drop down list is set to "Calls Received - Detail "
  • Use the When: fields to set the date. If you know the exact date of the call you want to find, check the Specific Range radio button and type the date in the Starting Date: field (in YYYY-MM-DD format). If you only have a vague idea of when the call occurred, use the Last Week, Last Monthor range fields to look for calls in that range.
  • In the Show Fields: section, check the Last Name and/or Home Phone fields
  • In the Where: section, type the caller's last name and/or home phone number in the corresponding fields
  • Click the Run Report button

 

  • If the call you are looking for does not appear, try the following:

 

  • Increase the date range
  • Clear the Disposition Type field in the Where: section (the call may have a different disposition than expected)
  • You can use this same method to find a call recording for a given call. When you've found the call you want to listen to, click the "play" icon: play call
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Last modified
14:01, 11 Sep 2014

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