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How long do I have to report a call?

A call must be reported within a set number of hours: 48 unless the company changes it. After that it cannot be reported, and the system defers it for you.

When the window starts​

The hours count from the call's time. A call with no time counts from the end of its day.

The setting is Hours to report a call (Setup → Settings → Calls), from 1 to 2160. Leave it empty for no limit.

After the window​

  • Reporting is refused: "Calls are reported within N hours."
  • The system defers the call with the reason Not reported in N hours. This reason counts against the field manager.
  • This runs every hour, and also whenever a call list is opened.
  • A call that is waiting for a deferral or transfer decision is left alone.

On Today, these calls sit under Still planned until then, with the days late in red above 2 days.

I missed it. Can I still report?​

Yes, if the window is opened for you. Request an exception for the dates. Once approved, a call the system deferred can be completed: open it and press Report, or use the tick in the call list.

Reporting before the day​

By default a call cannot be completed before its day ("A call dated in the future cannot be completed."). The company can allow it with Report a call before its day.