View Call Histories in Salesforce

Unaric Voice automatically logs all inbound and outbound calls as Salesforce activities, creating a persistent history of every interaction.

Each call record includes key details such as direction, duration, call outcome, notes, related records - and even whether the call was transferred, providing insights into how often issues are escalated between support levels.

Agents and managers can access this information from the Activity Timeline or Related Lists, ensuring full visibility into customer conversations without manual entry.

The Unaric Voice SoftPhone includes a built-in call history panel, displaying recent calls with clear visual indicators.

Users can click on entries to review or edit call data, complete missing information, or return calls directly from the list. Red icons highlight missed calls, while gray entries flag incomplete records.

The panel improves efficiency by centralizing call access, even for users working across multiple tabs or sessions.

The Incomplete Documented Calls list helps maintain data quality by flagging recent calls that are missing required information, such as a call result or phone note.

This list is only visible in Salesforce Lightning and Service Cloud Console. From this panel, users can quickly complete, edit, or delete call entries, ensuring accurate reporting, automation triggers, and audit trails.