Closing Calls that have "Held" status

[cghost98]

Hi All,

This one is a bit of mystery. We use the Community Version of SugarCRM and we've assigning Phone Calls to contacts, as you do.

But the mystery is that we've got 5 calls still displaying under Activities->Call List
All the calls are set to Outbound, HELD so in theory they should disappear?

We've entered in a stack of other calls exactly the same (from what I'm told) and they don't appear in this list and I can't seem to "close" them off.

Help!?

Thanks - Pete

[tlck9]

I wondered if anyone had a solution to this.

I have just started using Sugar and expected that only calls that were to be carried out would be present in the activities tab. However when I check the activities tab, I get a call list that is comiled with to call and already called...

Could anyone shed any light on this please

Thank you in advance

[chrislynch8]

In the Activities Call list you will see all the Call you have access to in the system whether they are held, etc... Calls you have to make will only show up in the Calls Dashlet on the Home Page.

You can also just create a search that will only display the Calls that are not held

Rgds
Chris

[salesagility]

Calls>ListView will display all calls regardless of status UNLESS you have a specific search. Create and save a search in Advanced Search that looks for Calls with Status=Planned.

Home>My Calls Dashlet - click on the pencil and select Planned from the Status drop down. Save the dashlet ... you may have to refresh it.

[cghost98]

Thanks salesagility,

That did the trick! The search was indeed set to "HELD" therefore all HELD calls appeared. Funny stuff.
After selecting PLANNED or NOT HELD, all the HELD calls disappeared (of course they would.)

Thanks for clearing this up.

-Pete