Call records are not pulled into processes

[quote] Mokhov Alexey Yurievich wrote: Incoming calls are sometimes recorded, sometimes not. Outgoing calls are not recorded. Please tell me how to fix it. Example process. Telephony Binotel https://more-moto.crm-onebox.com/admin/customorder/lead/3467/edit/ [/quote] Is there already a recording of the conversation in the event at the moment added? [quote] Mokhov Alexey Yurievich wrote: In the commentary to the process it is written Call from 007929000xxx Call from 2021-06-28 15:47:52 to 901 Is it possible to write an incoming or outgoing call? [/quote] What is the value in this when it is indicated that they called from an external number to an internal number?

Here are examples. Please see what is wrong. The pop-up window of the incoming and outgoing call is shown, there are no records. Therefore, there were 3 incoming (shown without recording) and 2 outgoing (not displayed) https://more-moto.crm-onebox.com/admin/customorder/lead/3635/edit/ Also no entry: https://more-moto.crm-onebox.com/admin/customorder/lead/3656/edit/

1. This action adds just as text who called whom, without audio recording. 2. To add comments from employees (outgoing calls) - you need to enable the setting "Create a process, even if it is a call from an employee" in action

Could you write in detail what settings are responsible for adding a call recording to processes, what settings should be done? Records of outgoing calls are not added. (I added the checkbox Create a process, even if it is a call from an employee in Automation once a minute / Turn a call into a process) Some entries are there, some are not. Here without the entry https://more-moto.crm-onebox.com/admin/customorder/lead/4004/edit/ What has been done now: For incoming calls Automatic actions once per minute / Turn a call into a process Settings Phone: 901, 902 (Binotel) Business process: Lead inquiries Status: Incoming call Checkbox When there is an incoming call, create a task for the employee who answered the call Checkbox Create a process, even if it is a call from an employee (there is still no record of an outgoing call) Checkbox Check for creation of business processes Switch process only Last created Checkbox Consider only open client processes

Added the "Add call to comments" action to the Lead Appeal/Procedures/Actions when editing a process Recordings of calls were generally restyled to be displayed in the process, only a comment in text that there was a call. Are these settings correct? Action settings: When switching to a stage, check calls for the last N minutes: 2 When running once a minute, check calls for the last N minutes: 30 When running, once a minute, check calls for processes closed no later than N days ago: 0 The checkbox is checked Check all directions of calls (outgoing/incoming) The checkbox is unchecked Add a call to comments even if there is no call record

[quote] Mokhov Alexey Yurievich wrote: Are these settings correct? [/quote] Quite possibly Can you provide examples of the event that you think should have been added to the process (also need an example)? Please provide examples with links.

Lead contact. On it for today incoming and outgoing calls. There are no records of calls, only a comment about the call. https://more-moto.crm-onebox.com/admin/customorder/lead/4048/edit/ The card of this contact, it has all the call records. https://more-moto.crm-onebox.com/admin/shop/users/3710/

[quote] Mokhov Alexey Yurievich wrote: When running once a minute, check calls for the last N minutes: 30 When running, once a minute, check calls for processes closed no later than N days ago: 0 [/quote] maybe it's better to add an action to the step https://more-moto.crm-onebox.com/admin/shop/workflowstatus/287/action/new/ , and not to the procedure?) the record may not be immediately from Binotel