Record a Live Call from the Active Contacts Report

Required security profile permissions: Active Contacts View

1. Click Reporting/Analytics → Canned Reports → Active Contacts.
2. Click Run Report.

3. Select the Contact IDA unique numerical identifier assigned to each contact. for the call you want to record.

   If you click the Contact ID and you see an Error message instead of the Contact Details window, that call has ended and the contact you clicked is no longer active. To refresh the report, click Run Report.

4. In the Contact Details window, click the Contact Options tab.

5. Click Record to log the live contact.