Matching inbound callers
Suppose you are calling on an outbound campaign where you make a lot of outward calls. The company or person you are calling does not answer but decides to call back at a later time because they see a missed call.
Normally when the caller calls back, the caller's telephone number is found in the Telforce database and the caller's details are shown on the screen.
It may happen that you have tried to call this person on a landline telephone number (e.g. 015-3010405) but the caller decides to call back from a mobile phone or from a device without caller ID (anonymous). At that moment, Telforce does not recognize the caller's number and creates a new relationship in the database without data, so all fields are blank!
At that time you can ask the caller which number we originally called. You can also search by the name of the person or the name of the company. You do this via the 'Search' button:
If you search by phone number, enter it without the first 0!
Then check the search results to see which relationship is the correct one and click on 'Select'
The caller's details are now updated in the 'Details' tab.
If you DO NOT perform these steps, the previously called relationship will remain separate from the new relationship you create during the incoming call and that relationship will therefore be called again at a later time.