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2024-05-30 11:43 AM
Is there a way to have the caller ID and phone number on a warm transfer populate the History panel on the Phone tab?
Example:
User A answers call from client. User A does a warm transfer to User B. User B is able to see caller ID information when call is transferred, but on the History tab, only sees that a call was received from User A no information about client.
Our staff would like to see the name/number of the person that called them. At the moment, it seems the only way to do that is to get the number from User A or for me (admin) to go into the call log. Both of these ways are less than ideal.
Thanks.
2024-05-31 04:18 PM - edited 2024-06-07 03:08 PM
Hello @mtavani
We're sorry at this moment, the only way to get this is through the method you are using. We encourage you to submit this idea as feedback, where the information will then be passed along to the relevant product team for review. You can check out this article on how to submit a feedback.