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Recent activities - Selecting Activities or the phone Icon in Solgari' s sidebar, will take you to a list of activities. |
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Activity Details - See information about a call or message when selecting a specific activity from the list. |
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Agent Name - This shows the agent who handled the call. |
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Call Recording Playback - Select play to listen back to a voice recording. You can also access call recordings in Solgari Hub (note you will need permissions to login). |
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Previous Notes & Add a note - You can see any notes that were made on a call within Solgari, but you can also log post call notes if required. |
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Save Notes - Once selected, notes and any related-to activities will be saved into Dynamics against the record. |
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