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Viewing a Contact's Call History

You can view a Contact's Call History in two ways:
  1. Open a Contact record by double-clicking in the Contact list in the 'Hansa BusinessPhone' window, and then select 'Call History' from the Operations menu. This will show the Call History for the selected Contact.

  2. Produce a Call History report, as described below. This allows you to show the Call Histories for several Contacts in the same report.
To produce a Call History report, follow these steps:
  1. Click the [Routines] button towards the top right of the 'Hansa BusinessPhone' window. A list of Routines appears:

  2. Click the [Reports] button. A list of reports appears:

    You can also open this window from anywhere in Hansa BusinessPhone using the Ctrl-R keyboard shortcut.

  3. Double-click 'Call History' in the list, or highlight it and click the [Select] button. The 'Specify Call History' window is opened:

  4. Complete this window as follows:
    Period
    Paste Special    Reporting Periods
    Enter the period for which you wish the Call Histories to be printed. Separate the Start and End Dates with a colon (:).If you enter the report period in the format 01-01-06:31-12-06 and if you are using four-digit years as in the illustration, the leading digits will be inserted automatically. If your report period is a single day, just enter the date once and this will be converted to a period format automatically. The default will be the first record in the Reporting Periods setting.

    Contacts
    Paste Special    Customers, Suppliers and Contact Persons
    Range Reporting    Alpha
    Enter a Contact Number (or range of Contact Numbers separated by a colon) to print the Contact History for a particular Contact or range of Contacts. Use the 'Paste Special' function to choose a Contact or range of Contacts, as described on the Call Histories' page.

    Media
    Use these options to choose the destination of the printout. The available options are Screen, Printer, File, Clipboard and Excel. The last option will open Microsoft Excel and create a new Workbook containing the report. If you print to screen (the default setting), the report will be shown in a new window. You can subsequently send the report to a printer by clicking the Printer icon in the Button Bar of this window or by selecting 'Print' from the File menu.

    If you are sending the report to a printer and you want a print dialogue to appear, check the Printer Dialog box (last of the Media options). You might do this if you want to print several copies of a report.

  5. When you have completed the 'Specify Call History' window, click the [Run] button. The report will be printed to the specified destination.
Shown below is a typical Call History report, printed to screen:

In the report, the date of each Activity is underlined. This means you can click on a date to open the Activity record.