> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Call History

> The company-wide call log in Leaf360 Mortgage CRM: filtering, saved filters, recordings, transcripts, and the AI details behind each call.

Call History is the log of every call Leaf360 has a record of — inbound and outbound — with the recording, transcript, and AI read on the conversation attached to each row. It's a reading screen only. Nothing here dials.

The browser tab reads **Call History**.

## Getting to it

Call History isn't a sidebar row. Click the phone button in the top header to open the quick-call box, then click **View call history** at the bottom of it.

## What you see

The heading is **Call History**, and the line underneath tells you what you're looking at:

* Administrators and super administrators see **All company calls**.
* Everyone else sees **Your call history**.

When the log has anything in it, that line also shows the total as **{n} calls**. The count covers everything matching your current filters, not just what's on screen.

To the right of the heading, one button flips the sort between **Newest** and **Oldest**.

## The table

| Column        | What it holds                                                                                                                                        |
| ------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| (icon)        | Direction and outcome at a glance: incoming, outgoing, or missed                                                                                     |
| **Contact**   | The matching record's name if Leaf360 recognized the number, otherwise the caller's name, otherwise just the number. The record type sits underneath |
| **From**      | The originating number                                                                                                                               |
| **To**        | The receiving number                                                                                                                                 |
| **Status**    | **Completed**, **Missed**, **Busy**, **Voicemail**, or the raw status for anything else. A voicemail icon shows beside it when the call left one     |
| **Duration**  | Talk time, written as minutes and seconds                                                                                                            |
| **User**      | The team member who placed, answered, or was meant to receive the call, with their photo                                                             |
| **Date**      | The date, with the time on a second line                                                                                                             |
| **Recording** | A play button if a recording or voicemail exists, otherwise a dash                                                                                   |

When the number matches a record, an arrow at the end of the row opens that record. Clicking anywhere else on the row expands the call instead.

## Filtering

<Steps>
  <Step title="Search">
    **Search calls...** at the top left searches your whole call history, not just what's on screen. It waits until you stop typing before it runs.
  </Step>

  <Step title="Pick a date window">
    The date button offers **All Time**, **Today**, **Yesterday**, **This Week**, **Last Week**, **This Month**, **Last Month**, and **Custom Range...**. Choosing the custom option opens a second button with a two-month calendar for picking a start and end date.
  </Step>

  <Step title="Narrow by direction and outcome">
    **Direction** offers **All Directions**, **Inbound** and **Outbound**. **Status** offers **All Statuses**, **Completed**, **Missed**, **Busy** and **Voicemail**.
  </Step>

  <Step title="Narrow to one team member">
    A **Team Member** picker shows up for administrators only, listing every member of your team with their photo. Everyone else doesn't see it at all.
  </Step>
</Steps>

Whatever filters you've applied show up as small tags under the filter bar, each with an X to remove it, alongside a **Save filter** button.

### Saved filters

**Smart Filters** saves the direction, status, team member, and date window you've applied under a name you pick. The button shows a count once you have any saved; until then the menu reads **No saved filters yet.** and **Apply filters then save them here.** Each saved set shows how many of the four filters it includes, with a trash icon beside it.

Saved sets are stored both on this computer and to your account, so they follow you to another machine.

<Note>
  A saved set that used a **Custom Range** stores the exact dates you picked, not a rolling window. Reapplying it months later reapplies those same two dates.
</Note>

## Opening a call

Click a row and it expands underneath into the full details. What shows up depends on what Leaf360 captured — a short missed call expands to almost nothing, while a long conversation expands to a lot.

### The player

If there's a recording or voicemail, a waveform player sits at the top of the expanded call, with play and pause, a click-to-seek waveform, ten-second rewind and forward buttons, a running timer, and a speed button that cycles through **1x**, **1.5x**, and **2x**. The audio plays right inside Leaf360, so you never need to go to your carrier for it.

<Note>
  The waveform shape is generated from the call's ID, not from the actual audio. It gives you a stable shape to scrub against — it doesn't show how loud the conversation actually was.
</Note>

### What else the expansion can hold

* **AI Summary**, a one-line summary of the call.
* **Transcript**, split by speaker and timestamped where the transcription captured separate utterances, or shown as a single block of text where it didn't. Speakers are labeled **S0**, **S1**, and so on.
* **Sentiment**, shown only when it comes back as something other than neutral, with a confidence percentage.
* **Topics**, as small tags.
* **Action Items**, as a list, with a **Done** tag on any that were completed.
* **Notes** recorded against the call.
* **Disposition**, as a small tag.
* **Voicemail Transcription**, where the call went to voicemail.
* **Tags**.
* A final line of call details: a shortened carrier ID for the call, and its start and end times.

<Warning>
  Recordings and transcripts only show up if your company has call recording turned on — and recording can also be turned off for one number on its own. Both settings, plus the spoken recording disclosure, live under **Phone System**. See [Phone system](/mortgage-crm/phone-system).
</Warning>

## Pagination

Thirty calls load at a time. The line under the table reads **Showing X to Y of Z calls**, with **Page {n} of {m}** and previous/next buttons on the right. There's no option to change how many rows load per page.

An empty table shows **No calls found**, with **Try adjusting your filters** underneath if you have filters applied, or **Calls will appear here as they are made** if you don't.

## Common problems

<AccordionGroup>
  <Accordion title="I can only see my own calls">
    That's the non-administrator view — the line under the heading confirms it by saying **Your call history**. Company-wide visibility and the **Team Member** filter are both administrator-only.
  </Accordion>

  <Accordion title="A call has no recording">
    Either your company has call recording turned off, or the call ended before a recording started. Check **Phone System**, then **General**, for the **Call Recording** switch.
  </Accordion>

  <Accordion title="There is no transcript, summary or sentiment on a call that has a recording">
    Those get produced after the call and attached once ready, so a very recent call might have audio and nothing else yet. A call whose transcription didn't finish shows no transcript at all.
  </Accordion>

  <Accordion title="The Contact column shows a number rather than a name">
    Leaf360 couldn't match the number to a lead, loan, or contact. The call is still logged — it just has nothing to link to.
  </Accordion>

  <Accordion title="My saved filters disappeared">
    They're stored on your account and loaded when the page opens. If that fails, a backup copy saved on this computer is used instead — so a set created on a different computer can be briefly missing here.
  </Accordion>
</AccordionGroup>

## Related

* [Phone system](/mortgage-crm/phone-system)
* [Inbox](/mortgage-crm/inbox)
* [Leaf360 Mortgage CRM](/mortgage-crm/overview)