CallRex Call Recording Version 3.7 Administrator's Manual: Flagging - Telrex Manuals

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Flagging Calls

Flagging a call allows you to associate additional information about a phone call. Flagging a call makes it easier to search for calls that have the specific information that you require.

Creating a new flag:

1. Click on Configure -> users. Highlight the user that you wish to assign the flag to.




2. Under Flags, click on Add. Type in a name. If the flag is to be an Agent Defined Flag, check the box next to Agent Defined. Click OK.




3. If the flag is to be a System Defined flag, highlight the flag name and click the Add button under the Values box. Enter a value name and click OK. Repeat for as many additional values as you wish to enter.

For all users you want to be able to use this flag, you need to add that user to the Direct Reports list of the user the flag is created under. For example, if the Flag was created on John Doe, then Jane Doe will have to be listed in the Direct Reports list for John Doe.

Tip: You can flag your phone call at any time during recording or after you have stopped the recording session..

To flag a call:

1. Click Flags. The Call Flags dialog box opens. You can flag a call at any time during the call or after the call.
2. Select the flag name and flag value in the Flags and Value fields.




3. Enter call description and call notes in the respective fields.
4. Click OK to save the changes.

 

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