Exclude Private Calls from Logging in Salesforce

Unaric Voice gives users control over which calls are logged to Salesforce. If a call is personal, internal, or not relevant to Salesforce tracking, agents can choose not to assign it to any record. This ensures private or non-customer calls remain off the activity timeline, helping maintain professional boundaries and data cleanliness.

Discretion for Personal Or Sensitive Calls

Unaric Voice gives users control over which calls are logged to Salesforce. If a call is personal, internal, or not relevant to Salesforce tracking, agents can choose not to assign it to any record. This ensures private or non-customer calls remain off the activity timeline, helping maintain professional boundaries and data cleanliness.

Discard Unsaved Calls

Calls can be intentionally left unlogged by simply not clicking the “Save” button in the SoftPhone.

This is particularly useful for test calls, internal training sessions, or brief personal calls made through the SoftPhone interface. Unaric Voice respects this discretion, ensuring only intentional, assigned calls are stored.