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Customize Page Layout for tasks

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All phone calls are saved as a task. To make some special phone fields like call duration accessible for the user, they can be added to the task page layout.

 

Fields, which are not available as default fields, need to be created first in the Call Center Configuration.

 

Select: Setup > Customize > Activities > Task Page Layouts.

 

Add the fields:

 

Call Type (inbound / outbound) - Salesforce standard field

Call Start (date / time) - field automatically created during installation

Call End (date / time) - field automatically created during installation

Call Result Group  (not available as default field)

Call Result - Salesforce standard field

Call Duration in seconds - Salesforce standard field

Called ID - field automatically created during installation

Caller ID - field automatically created during installation

Call Ring Time (not available as default field)

Call Hold Time (not available as default field)

Call Duration (total) (not available as default field)

Call Transfer Type (not available as default field)

IVR ID (not available as default field) - requires Automatic Call Distribution for Salesforce

Call Start Time (Hour) should not be added (only used in reports)

 

The default call duration is displayed in seconds. With a custom formula field you can display it in minutes.

 

 

Add additional fields

 

Call Duration in minutes

Call Ring Time

Call Result in the activity history list

 

 

 

If you have task validation rules that would prevent to create the task, (e.g. if one field is left blank) then Unaric Voice could not create the record. Change the task validation rule.  Add a condition which indicates that the task was created manually: The field Call Type would be empty.

 

 

If certain information such as the start and end time of a call is not to be saved for data protection reasons, this can be configured by changing the permission set. To do this, open a ticket in the support portal.