{"id":23067,"date":"2025-01-01T14:50:05","date_gmt":"2025-01-01T14:50:05","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=23067"},"modified":"2025-05-28T12:56:54","modified_gmt":"2025-05-28T12:56:54","slug":"feature-call-history-tracking-infor-crm-windows-client","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/feature-call-history-tracking-infor-crm-windows-client\/","title":{"rendered":"Feature:  intelli-CTi&#x2122; Call History Tracking in Infor CRM SLX (Windows)"},"content":{"rendered":"<p>intelli-CTi&#x2122; automatically records each telephone call within Infor CRM SLX into an extended CRM entity of structured statistical call data, called \u201cCall History\u201d.<\/p>\n<p>This statistical recording of each telephone call contains detailed information about all telephone calls both inbound and outbound, together with their complex relationship to related CRM entities.<\/p>\n<p>The depth of telephone call information captured by intelli-CTi&#x2122;, enables detailed analysis of your telephony activity with Infor\u00a0CRM \u2013<a href=\"https:\/\/www.intellicti.com\/help\/feature-reporting-infor-crm-windows-client\/\"> See the CRM intelli-CTi Reporting article.<\/a><\/p>\n<p>As intelli-CTi&#x2122; Call History is automatically captured into your CRM solution, it also provides a complete audit trail of telephone activity with your CRM customers.<\/p>\n<p>Each intelli-CTi call history item contains detailed information about each telephone call, including:<\/p>\n<ul>\n<li>Call Relationships (CRM entities relating to the call)<\/li>\n<li>Call Notes (call subject and notes captured on the call)<\/li>\n<li>Call Timings (detailed dates, timings and duration of the call)<\/li>\n<li>Call Information (call source, call direction, call result etc.)<\/li>\n<\/ul>\n<p><img loading=\"lazy\" class=\"aligncenter wp-image-23068 size-large\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-7-Infor-CRM-call-history-1024x641.png\" alt=\"Screenshot: Call History Tracking in Infor CRM\" width=\"1000\" height=\"626\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-7-Infor-CRM-call-history-1024x641.png 1024w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-7-Infor-CRM-call-history-300x188.png 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-7-Infor-CRM-call-history-768x481.png 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-7-Infor-CRM-call-history.png 1309w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p>\n<p><img loading=\"lazy\" class=\"aligncenter size-large wp-image-23069\" src=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-8-Infor-CRM-call-history-detail-1024x641.png\" alt=\"Screenshot: CTI for Infor CRM - Call History Detail\" width=\"1000\" height=\"626\" srcset=\"https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-8-Infor-CRM-call-history-detail-1024x641.png 1024w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-8-Infor-CRM-call-history-detail-300x188.png 300w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-8-Infor-CRM-call-history-detail-768x481.png 768w, https:\/\/www.intellicti.com\/help\/wp-content\/uploads\/2017\/08\/Infor-CRM-Screenshot-8-Infor-CRM-call-history-detail.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-post-call-wrap-capability-infor-crm-windows-client\/\">Feature: Post-Call Wrap-up\u00a0<\/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-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-23067\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-history-tracking-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-23067\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-history-tracking-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-call-history-tracking-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>intelli-CTi&#x2122; automatically records each telephone call within Infor CRM SLX into an extended CRM entity of structured statistical call data, called \u201cCall History\u201d. This statistical recording of each telephone call contains detailed information about all telephone calls both inbound and outbound, together with their complex relationship to related CRM entities. The depth of telephone call &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/feature-call-history-tracking-infor-crm-windows-client\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Feature:  intelli-CTi&#x2122; Call History Tracking 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-23067\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-history-tracking-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-23067\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/feature-call-history-tracking-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-call-history-tracking-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":[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=\"intelli-CTi Call History Tracking in Infor CRM. intelli-CTi automatically records each call within Infor CRM into an extended entity called \u201cCall History\u201d.\" \/>\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-call-history-tracking-infor-crm-windows-client\/\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:title\" content=\"Feature: intelli-CTi&#x2122; 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