What Is Call Log Data

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Making The Connection

Where Will I See This Within OLX?

When agents enter the Sale screen either by classic order entry or via SIM order entry, a record will be created on the Call Data List.

What Reports Can Be Pulled?

1. Call Campaign Dashboard
   
2. On-line Stats Dashboard Definitions (orderlogix.com)
   
3. Calls By DNIS Report Definitions (orderlogix.com)
   
4. PBX Daily Calls Report Definitions (orderlogix.com)
   
5. Agent Call Disposition Report Definitions (orderlogix.com)
   
6. Call Type Disposition Report Definitions (orderlogix.com)

What Imports/Exports Relate to Call Log Data

1. at this time there are no imports for Call Log Data
   
2. Datawarehouse Export Definitions (orderlogix.com)
   
3. Flattened Export Definitions (orderlogix.com)

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Trouble Shooting

1. Audio playback module not configured.
   

1. requires additional software. Please reach out to your team admin and have them reach out to OLX.

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Setup

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Tool Bar

Utilizing the buttons on the tool bar you can: 

Go back to the previous screen 

Print 

Minimize module 

1. ANI - The customers phone number.
   
2. Call Date - The day the call was taken.
   
3. Call ID - A unique identification for the call.
   
4. Call Time - The time the call was taken.
   
5. Disposition - Disposition selected when the call was ended.
   
6. DNIS - DNIS associated to Source used for the call.
   
7. Employee Number - Employee number as set via Employee List
   
8. First Name - Customers first name.
   
9. Last Name - Customer's last name.
   
10. Promo Code - Unique code used for marketing, tied to Source of the call.
    
11. Voice Print ID - HyperLink to recording for easier playback.
    
12. Zip - Customer's zip code.
    

Add additional filters by click the Add button 

Apply the filtered selections by clicking Apply Filter 

Remove the filtered selections by clicking Remove Filter 

To show inactive accounts in the displayed records check Show Inactive 

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Edit Record

Click the Magnify icon  to display the Call Details popup:

New Order button 

Close button 

1. Name - Customer's name
   
2. Email - Customer's email
3. Address - Customer's address
4. Phone - Customer's phone
5. No Soliciting Notes
   
1. True - system will not send notifications
   
2. False - system will send notifications

1. Age
2. Date of Birth
   
3. Gender
   

1. DNIS  - this connects the order to a source in OLX
2. Phone Ext - ext agent is logged in with.
   
3. Call Time - time of order
4. Disposition
   
1. Check the role of the user, if they are not in the Admins role will only display the disposition text.
   
2. If they ARE an admin, display a drop down with all active call dispositions available for the script used on that call.
   
1. There is no save button on this popup, updates to this field are saved immediately on change.
5. Custom1 - additional optional fields that can be used when placing orders to provide additional information not already accounted for.
6. Custom2 - additional optional fields that can be used when placing orders to provide additional information not already accounted for.
7. Custom3 - additional optional fields that can be used when placing orders to provide additional information not already accounted for.
8. Custom4 - additional optional fields that can be used when placing orders to provide additional information not already accounted for.
9. Custom5 - additional optional fields that can be used when placing orders to provide additional information not already accounted for.
10. Voiceprint ID - hyperlink to play recording.
11. ANI - this is the call back information for the customer.
12. Employee - this is the agent who created the order.
13. Script associated to the call.
    
14. Call Type - Customer Service, Inbound, and Outbound.
15. Promo Code - Promo Codes do not apply any discounts. They are tied to Sources and DNIS's in the system and provide an additional way of tracking your advertising. Promo codes populate the KEY_CODE field of our standard imports. Promo codes can also be required on the script level for either a sale or a non sale or both.

If call initiates a continuity, notifications displayed here are for orders triggered from this order.

1. Template
   
1. Clicking on the Template name will display the Preview Notification popup:
1. 
   
2. Due Date - day and time notification is due to send
   
3. Method - delivery method notification will use
   
4. Status
   
1. UNSENT - notification was not sent
   
2. SENT - notification was sent

If call initiates a continuity, notifications displayed here are for orders triggered from this order.

1. Template
   
1. Clicking on the Template name will display the Preview Notification popup:
1. 
   
2. Time of Delivery - day and time notification was sent
3. Method - delivery method notification will use
   
4. Status
   
1. UNSENT - notification was not sent
   
2. SENT - notification was sent