{"id":23057,"date":"2025-01-01T15:59:14","date_gmt":"2025-01-01T15:59:14","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=23057"},"modified":"2025-05-28T12:55:27","modified_gmt":"2025-05-28T12:55:27","slug":"feature-post-call-wrap-capability-infor-crm-windows-client","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/","title":{"rendered":"Feature:  intelli-CTi&#x2122; Post-Call Wrap-up in Infor CRM SLX (Windows)"},"content":{"rendered":"<p>After each telephone call is complete, intelli-CTi&#x2122; provides the complete ability to wrap-up the telephone call and to action any post-call follow-up processes within Infor CRM SLX.<\/p>\n<p>The intelli-CTi&#x2122; Call Wrap-up feature provides a concise summary of the telephone call, including:<\/p>\n<ul>\n<li>Statistical information about the call<\/li>\n<li>Details of the related caller (e.g. CRM Account\/Contact)<\/li>\n<li>Notes captured during the call<\/li>\n<li>CRM Activity management<\/li>\n<li>CRM Ticket\/Opportunity management<\/li>\n<\/ul>\n<p>The intelli-CTi&#x2122; Wrap-up provides the ability to continue capturing notes together with options to further manage the call within Infor CRM SLX.<\/p>\n<p><img loading=\"lazy\" class=\"aligncenter wp-image-23058 size-large\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-4-Post-call-wrapup-1024x641.png\" alt=\"Screenshot: Post-Call Wrap-up in Infor CRM \" width=\"1000\" height=\"626\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-4-Post-call-wrapup-1024x641.png 1024w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-4-Post-call-wrapup-300x188.png 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-4-Post-call-wrapup-768x481.png 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-4-Post-call-wrapup.png 1309w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>\u00a0Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-inbound-caller-recognition-infor-crm-windows-client\/\">Feature: \u00a0Inbound Caller Recognition<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-preview-outbound-dialing-infor-crm-windows-client\/\">Feature: Preview (Outbound) Dialing<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-call-contact-management-infor-crm-windows-client\/\">Feature: In-Call Contact Management<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-telephone-call-activity-management-infor-crm-windows-client-2\/\">Feature: Telephone Call Activity Management<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-call-history-tracking-infor-crm-windows-client\/\">Feature: Call History Tracking<\/a><\/li>\n<li><a href=\"https:\/\/www.intellicti.com\/help\/feature-reporting-infor-crm-windows-client\/\">Feature: Reporting<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"\/help\/\">intelli-CTi Help Center<\/a><\/li>\n<li><a href=\"\/help\/faqs\/\">intelli-CTi\u00a0FAQs<\/a><\/li>\n<li><a href=\"\/help\/troubleshooting\/\">intelli-CTi\u00a0\u00a0Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/how-to-guides\/\">intelli-CTi\u00a0How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">intelli-CTi\u00a0Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">intelli-CTi\u00a0Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Footer End ---------------------------------------><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-23057\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-23057\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>After each telephone call is complete, intelli-CTi&#x2122; provides the complete ability to wrap-up the telephone call and to action any post-call follow-up processes within Infor CRM SLX. The intelli-CTi&#x2122; Call Wrap-up feature provides a concise summary of the telephone call, including: Statistical information about the call Details of the related caller (e.g. CRM Account\/Contact) Notes &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Feature:  intelli-CTi&#x2122; Post-Call Wrap-up in Infor CRM SLX (Windows)<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-23057\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-23057\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[3,134,15,23],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"Post-Call Wrap-up in Infor CRM - After each call is complete, intelli-CTi provides the ability to wrap-up the telephone call and to log any post-call in\u00a0Infor CRM\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:title\" content=\"Feature: intelli-CTi&#x2122; Post-Call Wrap-up in Infor CRM SLX (Windows)\" \/>\n<meta name=\"twitter:description\" content=\"Post-Call Wrap-up in Infor CRM - After each call is complete, intelli-CTi provides the ability to wrap-up the telephone call and to log any post-call in\u00a0Infor CRM\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-4-Post-call-wrapup.png\" \/>\n<meta name=\"twitter:creator\" content=\"@intelliCTi\" \/>\n<meta name=\"twitter:site\" content=\"@intelliCTi\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.intellicti.com\/help\/#website\",\"url\":\"https:\/\/www.intellicti.com\/help\/\",\"name\":\"The intelli-CTi Help Center\",\"description\":\"Customer Self Help, intelli-CTi product news and blog articles\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":\"https:\/\/www.intellicti.com\/help\/?s={search_term_string}\",\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-4-Post-call-wrapup.png\",\"width\":1309,\"height\":819,\"caption\":\"Screenshot: CTI for Infor CRM - Post-Call Wrap-up\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/#webpage\",\"url\":\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/\",\"name\":\"Feature: intelli-CTi&#x2122; Post-Call Wrap-up in Infor CRM SLX (Windows)\",\"isPartOf\":{\"@id\":\"https:\/\/www.intellicti.com\/help\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/#primaryimage\"},\"datePublished\":\"2025-01-01T15:59:14+00:00\",\"dateModified\":\"2025-05-28T12:55:27+00:00\",\"author\":{\"@id\":\"https:\/\/www.intellicti.com\/help\/#\/schema\/person\/553240b39260b41170ae563fc6640ef7\"},\"description\":\"Post-Call Wrap-up in Infor CRM - After each call is complete, intelli-CTi provides the ability to wrap-up the telephone call and to log any post-call in\\u00a0Infor CRM\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.intellicti.com\/help\/feature-post-call-wrap-capability-infor-crm-windows-client\/\"]}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.intellicti.com\/help\/#\/schema\/person\/553240b39260b41170ae563fc6640ef7\",\"name\":\"intelli-CTi Team\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.intellicti.com\/help\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/00c6cd7408c3531da38599fd6bccaa5c?s=96&d=mm&r=g\",\"caption\":\"intelli-CTi Team\"},\"sameAs\":[\"http:\/\/www.intellicti.com\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p8OqwE-5ZT","_links":{"self":[{"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/posts\/23057"}],"collection":[{"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/comments?post=23057"}],"version-history":[{"count":11,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/posts\/23057\/revisions"}],"predecessor-version":[{"id":26059,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/posts\/23057\/revisions\/26059"}],"wp:attachment":[{"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/media?parent=23057"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/categories?post=23057"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.intellicti.com\/help\/wp-json\/wp\/v2\/tags?post=23057"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}