SmarterTrack 12.x Help

Transferring Call Logs

On occasion, an agent may need to transfer a call log to another agent or group. For example, if a call is transferred between agents, the log will also need to be transferred so the new agent can add notes and other information. Note: The ability to transfer call logs is determined by the role permissions. By default, agents can transfer call logs. For more information, see Roles.

To transfer a call log, select the call log and click the Actions menu in the content pane toolbar and click Transfer. Alternatively, you can click Transfer in the preview pane toolbar if you are viewing the call log in the preview pane. This will open a popup window with the following fields:

  • New Brand - The brand you are going to transfer the log to.
  • New Group - Select the group to which the call log should transfer from the list.
  • New Agent - Select the agent to which the call log should transfer from the list.

Click OK to transfer the call log.