Caller ID and call recording

With the phone call data record type, logging and recording incoming and outgoing calls is comparable: the telephony integration offers automatic features for this. Without the telephony integration, you record phone calls manually.

The Start, Deadline and Phone call status fields are automatically entered in parts. You can change the values that are entered automatically.

Automatic

If the phone connection is active, CAS genesisWorld supports incoming and outgoing calls depending on your settings in the Telephony tab.

• Telephony settings

Either the caller's address opens, or a new data record is created.

Inserting the telephony data record type

• When you take a call, the telephony data record window opens.

The address is entered in the Address quick info field, and the new phone call is linked with the address if a suitable address is found in CAS genesisWorld.

• If several addresses are found, all addresses are linked with the phone call. The right address can then be selected manually.
• If no address was found you can search for an address or enter a new one.
• Values in the Call number, Start, Duration, Created on and Status fields are entered automatically.

To change these values, deactivate the option Update data automatically.

• Start date and duration are displayed in the Phone call window.

Manual

Even without the telephony integration, you still log calls with the telephony data record.

• When you make a call, you create a phone call data record.
• Today's date is entered in the Deadline field automatically, and the deadline is entered an hour after the data record was created.
• The Start field remains empty for the time being.
• Record the remaining data in the respective fields.

• Editing phone calls: Fields

• If you save the phone call data record, the following entries are set:

If you have not entered a value in the Start field, the value of the deadline field is automatically adopted.

If you have entered a value in the Start field, this value is not changed.

• If the respective address and phone call are linked, then the caller's address, or address of the person being called is displayed in the Address quick info field for a phone call.

If you link an address with a phone call, a query is displayed, asking you whether you want to transfer the linked address additionally to the Address quick info field. If you answer with Yes, the linked address will be transferred to the Address quick info field and might replace an address already existing in this field.

The Address quick info field always contains only one address. If you link another address to the phone call and you do not want to change the Address quick info field, answer with No.