Search, filter and archive calls in the Call Log

The Call Log in the dashboard lists your company's calls. You can search, filter and sort it to find any call, and open a call to archive or delete it.

Find a call

1. In the dashboard, open Call Log.

2. Type in the search box to search by text.

3. Filter by status, account type or date range.

4. Sort by date.

5. Use the page controls to move through long lists.

6. Select a call to open it.

Archive a call

1. Open the call.

2. Choose the option to archive it.

Delete a call

1. Open the call.

2. Choose the option to delete it and confirm.

Good to know

• Whether you see every call or only some depends on your role. The view-all-calls permission lets you see all of them.

• For counts and totals across many calls, use Reports.

Related articles

• Create a call

• Edit a call: vehicle, photos, notes and history

• Call statuses: what each one means

• Build and schedule reports