During a typical workday, the Call Logging process may see a heavy volume of activity, and calls lock and unlock continuously. Click the Refresh Group button to ensure the most recent information is displayed.
To Lock or Unlock a Call Record:
- Click the Lock button located on the main toolbar. The button turns from an unlocked to a locked padlock.
- Click again to revert back to the unlocked status or select File > Unlock Call Record or File > Unlock All My Calls.
View Locked Call Records
You must be granted the appropriate security rights by your HEAT administrator in order to view this list.
To View Locked Calls:
- Select Accessory > Locked Calls. The Locked Calls dialog box opens.
- You can choose to view calls locked by all users or by individual trackers; select the desired option from the Tracker drop-down list.