Combine Phone Call Data with Email Addresses

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Posted on by JonesEA_2018

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Hello,

We want to pull a report that shows who called in on a specific day along with their email address. The call data was easy enough to get but we have not been able to include the email address.

We tried using Phone Calls with Activity Parties but did not get any data returned in our regarding(contact) fields. The phone calls always have the call from field populated. We also tried using just the Activities entity but could not get names and email addresses together there either.

Any suggestions?

Thanks,

Beth

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Activities

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JonesEA_2018 250 on at

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RE: Combine Phone Call Data with Email Addresses

Hi Lu Hao,

I added all the regarding columns (account, contact, case) as you suggested. Filters: Modified on Yesterday.

We tend to set regarding as the account name (company name) not the contact name. Where contact was used data was returned. If contact was used every time we'd get what we want easily.

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LuHao 40,888 on at

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RE: Combine Phone Call Data with Email Addresses

Hi JonesEA_2018,

I simulated your needs in my environment and I was able to get the records I wanted.

So I recommend that you tell us the setup steps for the report, you could provide screenshots to illustrate it.

Also, what are the filters for your report? Have you tested whether this filter condition can filter out records?

Hope this helps.

Best Regards,

Lu Hao

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JonesEA_2018 250 on at

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RE: Combine Phone Call Data with Email Addresses

Thanks, Lu Hao.

Even with adding all the different regarding fields I don't get exactly what I want.

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LuHao 40,888 on at

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RE: Combine Phone Call Data with Email Addresses

Hi JonesEA_2018,

The type of record directly associated with Case is Customer. Customer is a type of record, relationship between a customer and a partner in which either can be an account or contact.

However, Customer cannot be directly used as a record type in the report.

So we could set Regarding (Account), Regarding (Contact), and Regarding (Case) in the report. This allows you to search through all three types of records. Just add these three record types to the column.

Hope this helps.

Best Regards,

Lu Hao

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JonesEA_2018 250 on at

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RE: Combine Phone Call Data with Email Addresses

This does work, Lu Hao.

The regarding fields are a mix of mostly accounts with just some being contacts or cases so we're not getting the data we want. For now we've decided to use two reports, export the data, then use vlookup to find the email addresses for people who called in the day before.

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JonesEA_2018 250 on at

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RE: Combine Phone Call Data with Email Addresses

Hi Wei,

The Regarding fields are a mix of accounts, contacts, and cases. Mostly accounts.

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LuHao 40,888 on at

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RE: Combine Phone Call Data with Email Addresses

Hi JonesEA_2018,

I recommend using advanced find to see if you could search for relevant contact data.

1) First, we set the search criteria as follows:

Manually enter a contact's phone number to see if it can be found.

2) Then, we set the search criteria as follows:

Manually enter the start date and end date of the phone activity to see if you can search for contacts who have a call during this time period.

Please check if the above two points are successful.

Hope this helps.

Best Regards,

Lu Hao

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Alex Fun Wei Jie 33,626 on at

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RE: Combine Phone Call Data with Email Addresses

Hi Jones,

Please check the phonecall data " regarding" field, are they link to contact?

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JonesEA_2018 250 on at

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RE: Combine Phone Call Data with Email Addresses

Hi Lu Hao,

This is what we tried to do. None of the fields we selected from regarding(contant) had data in them for the people who called phone call. For the people who emailed this pulled their data.

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JonesEA_2018 250 on at

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RE: Combine Phone Call Data with Email Addresses

Hi Wei,

We're using an OOB report.

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