CRM Details Report

overview the crm details report provides a comprehensive record of all customer interactions and their outcomes across campaigns each entry represents a single call event, showing who contacted the customer , the call type , its outcome (disposition) , and associated customer and lead details this report helps contact centers track customer state changes , interaction histories , and agent performance , offering complete visibility into every engagement recorded in the crm system purpose use this report to monitor all customer interactions and their results across campaigns track agent activity , call attempts , and disposition outcomes identify customer engagement trends and churn patterns audit crm data accuracy and maintain clean, traceable call histories report fields column name data type definition setup id string (only for central art setup) displays the setup id of the ameyo server used for calling setup name string (only for central art setup) displays the unique name of the ameyo server handling the campaign # number sequential row number for each entry in the report call id string unique identifier for each call every call in the system is assigned a distinct call id campaign name string name of the campaign in which the call occurred date date & time timestamp indicating when the call was made lead id string unique id of the lead from which the call originated customer id string unique id of the customer who participated in the call phone number customer’s phone number used for this specific call call type and disposition column name data type definition call type string specifies the type of call possible values include inbound call dial inbound campaign call outbound auto dial auto dialed outbound call outbound callback dial outbound callback call outbound auto preview\ dial outbound preview dial call transferred to campaign dial transferred call to another campaign outbound manual dial manually dialed outbound call click to call dial click to call generated call system disposition string system defined disposition assigned to the call upon completion disposition code string specific code chosen by the user to classify the call’s outcome disposition class string category grouping for the selected disposition code (e g , sale , follow up , no answer ) disposition attribute string detailed attribute or additional tag associated with the call’s final disposition verifier name string name of the user who verified or approved the customer record or disposition call performance and metrics column name data type definition number of attempts number total number of attempts made to connect this customer talk time duration duration of the conversation between the agent and the customer, excluding hold time wrap time duration time spent by the agent completing post call actions or dispositioning the call feedback string feedback received from the customer regarding this call is new number string indicates whether the customer’s phone number used in this call was newly added to the crm (yes/no) updated on date date and time when the record was last updated agent and association information column name data type definition user id string unique id of the user (agent) who handled the call username string name of the agent associated with the call association type string defines the association type of the call (e g , agent, campaign, queue) crt object id string call runtime object id — unique identifier for the customer’s call leg created by ameyo at call initiation usercrtobjectid string user call runtime object id — unique identifier for the user’s call leg in ameyo session id string unique session token generated per agent login session to authorize activities queue and campaign details column name data type definition queue id string id of the queue where the call was handled queue name string name of the queue associated with this call call date date date when the call was made (may differ from upload or update time) campaign id string unique campaign identifier under which the call was processed customer contact details column name data type definition phone 1 / 2 / 3 number primary, secondary, and tertiary phone numbers associated with the customer phone original number original phone number used to initiate the call alternate number (altno) number alternate contact number provided by the customer mobile number (mobileno) number mobile or cell number of the customer fax number (faxno) number fax number of the customer, if applicable home phone number home phone number of the customer office phone number office phone number of the customer email id string customer’s registered email address customer personal information column name data type definition title string customer’s title (mr , ms , dr , etc ) first name (fname) string customer’s first name middle name (mname) string customer’s middle name, if available last name (lname) string customer’s last name designation string customer’s professional designation or job title occupation string occupation or business type of the customer date of birth (dob) date customer’s date of birth marital status string customer’s marital status gender (sex) string customer’s gender address and location details column name data type definition house no string customer’s house or apartment number street no string street or building number in the customer’s address landmark string notable landmark or nearby location city string city where the customer resides state string state or province of residence zip string postal or zip code of the address country string country of residence county string county or district name, if applicable banking and identification details column name data type definition bank name string name of the customer’s bank account number (accno) string bank account number of the customer account holder name (bankaccname) string name of the person holding the bank account sort code string bank sort code (may be blank in regions where not applicable) social security number (ssno) string customer’s social security number (if applicable) company and miscellaneous information column name data type definition company name string name of the company where the customer works business telephone (btnumber) number business or corporate contact number comments string comments or notes made by the customer during the call feedback string any feedback provided by the customer post call usage & insights supervisors track all customer touchpoints and verify lead handling sales managers measure agent productivity and follow up success qa teams review call outcomes and customer data consistency administrators audit system usage, session integrity, and campaign performance best practices regularly verify and clean crm data to avoid duplicate or outdated entries use system disposition and disposition class for performance analytics and quality reviews ensure compliance with data protection regulations when storing personal or banking details use this report in conjunction with crm lead details report for a holistic customer engagement view