First, prepare you phone callback list either with the web interface on your computer or on your phone.
On your phone/tablet,
- Go to Tasks app
- Tap on Callback List
- Tap on the + toolbar button, select a contact and set the date and time.
When you are ready to make your phone calls,
- Go to the Task app and tap on Callback List
- Tap on the first call back task
- Your contact name is displayed on top of the screen. Tapping on it will give you all the contact info and activity stream
- In the Call section, the phone numbers and emails of your contact are displayed. Just tap on one of them to initiate the call
- When the call ends, you return automatically to the Upvise previous screen
- Tap on the Mark Complete button, it popups a Log Call screen
- You can log the call, by tapping some text or speak using the Android speech to text function (microphone icon)
- Tap the done icon, and you see automatically the next callback
Note:
To return automatically to the last Upvise Callback screen when the call ends, make sure that in the Upvise Settings, the “ON CALL END” setting is set to None.