Predefined and Custom Call Views - Old UI
- Click the Activities module.
- In the Activities Home page, click Calls on the bottom of the left panel.
- Select a standard list view from the left panel to view the calls underneath it.
The 'All Calls' view will be displayed during your first access. The system will thereon remember your last seen View and lists the same during successive access.
- All Calls
- All Missed Calls
- Canceled Calls
- Completed Calls
- My Open Calls
- My Overdue Calls
- My Calls
- My Missed Calls
- My Team Calls
- Next 7 Days + Overdue
- Open Calls
- Overdue Calls
- Spam Calls
- Today + Overdue
- Todays's Calls
- Tomorrow's Calls
- Click the Activities module.
- In the Activities Home page, click Calls on the bottom of the left panel.
- Click the Plus icon (
) located next to Calls on the left panel.
- In the Create New View page, enter the custom View Name.
- Specify the criteria to filter the calls.
- Specify the visibility for this custom view. You can choose between Only me, All agents and Specific agents.
- Click Save.
| Field Type | Criteria Options |
String Fields like:
|  |
Numeric Fields like:
|  |
Date & Time Fields like:
|  |
Other Fields like:
|  |
- Age in Days option is very useful for the Date and DateTime fields. It can be used to filter calls that were created within the last 7 days or those that are overdue in the past 30 days.
- You cannot edit the standard call views that are provided in Zoho Desk. You may add a custom view to address any specific requirements.
- You can right click on a custom call view to open the view on a new tab.
Editing Custom Call Views
- Right-click on a custom call view.
- Click Edit from the menu.
- Make the necessary changes and click Save.
Deleting Custom Call Views
- Right-click on a custom call view.
- Click Delete from the menu.
- In the confirmation dialog box, click Yes.
- Subject
- Start Time
- Status
- Priority
- Created Time
- Modified Time
- Latest to Oldest and vice versa (click the
icon)
- Agent and
- Due Date
- Update Calls
- Delete Calls
- Change Owner
- Select the call(s).
- Click Update from the mass actions list.
- Select the field to be updated and specify the new values for it.
- Click Save.
II. To delete one or more call(s):
- Select the call(s).
- Click Delete from the mass actions list.
- In the confirmation dialog box, click Delete .
III. To change the owner for one or more call(s):
- Select the call(s).
- Click Change Owner from the mass actions list.
- Select an agent or a team to assign the chosen calls.
You can use the search bar to find an agent or a team by their name quickly.
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