Creating call logs in Smart Recorder



You can record the details that you capture in Smart Recorder during a call. In this way you can continue to create a ticket even if the call is interrupted. The captured details are recorded in the SMT:Smart Recorder Call Log form in Mid Tier. You can open this form from the URL in Mid Tier.

Before you begin

The BMC Helix ITSM administrator must configure the enableSmartRecorderCallLog parameter to true as described in the Setting configuration parameters in BMC Helix ITSM topic to get the Create Call Log button in the Smart Recorder screen.

To create a call log

The following steps describe how to create a call log:

  1. Start typing a customer name followed by @ in Smart Recorder, and select a customer from the suggestion list. 
    The Create Call Log button is enabled when you type a text. You can continue typing your text during a call. When you select a customer, the Create Ticket button appears.
  2. Instead of creating a ticket, if you want to create a call log, click Create Ticket > Create Call Log. The event type list is displayed.
  3. Click the specific event for which you want to create a call log. For example, click Caller Hanging up if the call was interrupted by the caller. The call log is created and saved in the SMT:Smart Recorder Call Log form in Mid Tier.

Information
Creating call log events

You can add your own event type by using the SYS:Menu Items form in Mid Tier. For more information, see Creating-call-log-events-for-Smart-Recorder.

Warning

Note

The following information can be recorded: Customer, Contacts, Mentioned person, Logged in user, Asset, Descriptions (type), Event Type, and Company.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

BMC Helix ITSM: Service Desk 25.2