Navigating the Call History Screen

Navigating the Call History Screen

The Call History screen will display all the Calls and Journal Entries that are loaded on the device. It allows you to select a Call to check the details of the Call. You can filter the list of Calls to quickly find what you are looking for and there are also shortcuts on the screen to assist with getting what you need quickly.

To open the Call History Search screen select the Call History option in the Home Screen Options menu.
This will load the Call History Screen

Call History Header Buttons

At the top of the screen, 
  1. Close Button - this will close this display and return you to the Home screen
  2. Options Button - this displays the Options Menu with additional operations that are related to this screen

Options Menu

This screen may be cancelled by either, 
  1. Touching the Close button (X) 
  2. Swiping down on the screen

The Options Menu provides the following selections:


This will return you to the Home Screen

Show All Orders

This will remove all filter applied to the screen and display all calls.

Sorting Options

Selecting one of the Sort options will return you to the Call History screen with the Calls resorted accordingly

Order Filtering

The next zone allow you to search for Calls and apply addition Filtering to the list of Calls
  1. Touching in the Search Zone will allow you to type in a term to search on. The search will match partial entries for Retailer Names, Account Numbers and Suburbs and full matches of Call No.'s
  2. Touching on the Filter button (Funnel) will load the filtering Options screen

  1. Clicking the x icon in the Search Zone will Clear the Search term and return to All Calls (Filters still applied)

Call Filtering Screen

The Call Filtering Options screen allows displays all the available Filters with the current values. You can then change the applied filters to further refine the list of Calls.
  1. The list of Filters will change depending on the setup of your system and which, if any, Custom fields have been enabled.
  2. Filters will operate on the current Call Search applied.
  3. The Call Filters are cumulative
  4. Filters are broken into two groups, Call  related and Retailer related
There is the Option to quickly Clear any Filters currently applied.

To Clear any Applied Filters
  1. Touch the Clear filters option
To Apply or remove a Filter
  1. Touch the Filter Option desired
  2. This will display a list of Filter Options for that Filter that you can then touch on to apply the Filter

After closing the Order Filtering Screen you will be returned to the Order History screen. The Filter Button will now indicate a filter is applied by showing a green tint to the button.


The bulk of the screen is for the actual list of Calls. 

Inzant Sales Allows for the customisation of the way Calls are displayed so you system make look different, however the operation of the screen is much the same.
  1. There is a header at the top of the List that displays the name of the columns of information in the call rows.
  2. All Calls are in a list of rows beneath the header
  3. The list is scrollable, using the swipe up and swipe down
To view the details of a Call in the List, there will normally be a blue Link field you can tap on, or an information Icon to touch. This is dependent on your system configuration.

To show Call details
  1. Touch the Blue link field
For more information on the Call Details Screen, please see the following guide

Context Menu

We have provided a Context Menu on the Calls History screen to allow you to quickly access some functions that are on the Call Detail screen.

To Access the Contact Menu
  1. Long Touch the order row until you get the selected feedback (haptic tap and sound)
  2. Release the long touch

This will display the order touched and the options available.
  1. Touch the option to perform the function

    • Related Articles

    • Call History Search Screen

      The Call History Screen allows you to review history and report on Calls and Journal entries. This article describes how to use the Call History screen. Online Help The help link will provide you with online access to our knowledge base with the ...
    • Refreshing a Retailers History

      When you initially load Inzant, your iPad will automatically download your Company's default set amount of History. History will be kept on the iPad going forward however if you want to look back further you can force the iPad to get all history for ...
    • Navigating the Order History Screen

      The Order History screen will display all the Sales Orders that are loaded on the device. It allows you to select an Order to check the details of the Order and where appropriate you can edit the order further. You can filter the list of orders to ...
    • Downloading a Retailer's complete order history

      This a Quick Guide on Viewing Retailers History-  Log onto Inzant Sales Plus App and Select the Retailer. To View your Order History,  Tap the 'Orders' icon highlighted in the top of the screen. Tap the 'Get All History' button at the bottom of the ...
    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains quick start buttons and links to all the other major screens. In this article we will discuss all the links so you can navigate around the App. Home Screen Buttons The ...
    • Popular Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...
    • Setting a Retailer to have Website access from the Management Portal

      To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...
    • Inzant Website CMS User Manual

      The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.
    • Creating Hyperlinks

      There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
    • Initialising & Resyncing the Inzant Sales App

      If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...
    • Recent Articles

    • Navigating the Contacts Search Screen

      The Retailer Search screen provides you will a complete list of the Retailer Contacts in the system. It allows simple and advanced searching of contacts and also provides a number of views of the data. The screen also allows you to export displayed ...
    • Using Google reCAPTURE with the Inzant Web Site

      The Inzant website uses reCAPTURE V2 from Google to prevent bots from posting comments on blog articles.  More information of reCAPTCHA can be found here To enable reCAPTURE 1. Register with Google for ...
    • Inzant Sales iPad - Call Cycle and Scheduling

      This play list contains all you need to know about call cycle planning and scheduling, including: 1. Dash board overview 2. feature overview 3.Planning a call at the end of an order 4. Recurring appointments 5. Using map mode 6. Managing call cycle ...
    • Inzant Sales iPad - Dashboard

      This play list gives you an overview of The Inzant Sales dashboard and quick links
    • Management Portal - Orders

      The Management Portal play list includes the following topics; 1.Order Screen views 2.Using Advanced Searches 3.Order types Explained 4.Veiwing and editing an order 5. Taking an order 6. Managing web carts ...