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Temporarily Remove a Call from a Call Group
Of all of the different little things to do inside of Call Logging, one of my most favorite is to have the ability to remove a call record from a call group without actually excluding it from the call group Boolean expression. Why would I do this? A couple of reasons. Maybe you want to run an auto task against an entire call group, with the exception of a few calls in that group. Maybe you want to do a cleanup by deleting all calls in a call group, with that same exception.
To do it, just run your call group like you would, then flip to the call record you want to exclude from the call group. Next go to File >> Remove Call from Group. It will temporarily remove the call from whatever group you have open. It will reappear once you refresh the group, or restart call logging.
Randall joined Ticomix in 2011 with nearly 14 years of IT process management experience and consulting. Since 2002 he's helped organizations make their support desks and call centers efficient and productive through engaging and interactive education. He continues this role at Ticomix, along with developing other software products and educational services. In 1998 Randall received an undergraduate degree in Management Information Systems, and his M. Ed. in Education Technology in 2012 from Texas A&M University.
