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Caleb Harvey24h 30m
Recent time entries
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DateDescriptionWhoDurationStatus
21 May 2026- For outbound caller profiles, add in a answered, voicemail/reception, and an invalid number button in the colours green, red and orange - The answered option will bring through the communication template to say thanks for your time today - Unanswered will bring through the unanswered template - Invalid number button marks the call not connected option on the contactCaleb Harvey1h 15minvoiced
5 May 2026- Created new Outbound Caller privilege set for restricted outbound communication workflows - Configured permissions allowing users to send communications and search contacts by source code - Enabled outbound callers to add call notes and log marketing or brochure requests - Developed post-call prompt workflow triggered after saving call notes - Added selectable outcomes for Connected, No Answer, and Number Not Connected - Implemented automated communication handling based on selected call outcome - Configured system templates to automatically send relevant follow-up communications for Connected calls - Configured system templates to automatically send follow-up communications for No Answer outcomes - Restricted access to broader system functions outside outbound calling requirements - Updated layouts and scripts to support new outbound caller workflow - Tested communication triggers, call logging, and privilege restrictions across user scenariosCaleb Harvey3h 15minvoiced
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  • 4.0
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