Based on partner feedback, we have made sure any unmatched inbound or outbound conversation, can be retroactively assigned along with tickets, time entries, notes, summaries, and activities based on the time that event occurred.
We understand that you may not be in front of a computer screen when you make or take a call. You could be a field tech, you may be in an airport, or you may be in between sessions in a hallway at a conference.
So if you fielded a call, and later on you need to make sure that information made it into your CRM or PSA so that all of your documentation and whatever comes after it like billing, reminders, etc should follow.
Previously, you would see these records in your integrated systems at the time the call was linked manually rather than the time the actual conversation happened.
Now, it is posted retroactively to the dates and times the conversation took place.