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Call contacts and review your calls

Call a contact from the All contacts screen and record what happened. At the end, each call has an outcome and an optional follow-up date, and your team can see it in the contact's history. The whole review takes about a minute per call.

Before you start

  • You can see Contacts in the left rail with All contacts in its panel. See Manage contacts.
  • The contact has a Phone or Mobile number.
  • For WhatsApp Call, your WhatsApp number is connected. See Use WhatsApp Calling.

Ways to call

Button What it does
Call Now Starts a call from the device you are using. A review window opens when you come back to Ohanvi.
Call on Mobile — send this number to your phone Sends the number to your phone so you can dial from there. Shown on a computer only.
WhatsApp Call Starts a WhatsApp call to the contact.

Steps

Call a contact

  1. Open Contacts in the left rail, then select All contacts.
  2. Click the contact in the list.
  3. Click More actions (the … button) in the record header.
  4. Click Call Now. Your device starts the call.
  5. Talk to the contact. When the call ends, come back to Ohanvi. The Call Review window opens on its own.

On a phone, the row shows the same buttons. Tap the phone button on the row.

Send the number to your phone

  1. Select the contact, then click More actions.
  2. Click Call on Mobile — send this number to your phone.
  3. Open the message on your phone and dial the number.

This button is hidden on a phone, because the dialler is already in your hand.

Review a call

The Call Review — contact name window shows how long the call lasted.

  1. Under Call Outcome, pick one. You can also type your own. The box reads Select or type an outcome. The outcome is required.
  2. Choose from the built-in outcomes:
    • Interested
    • Interested but Busy
    • Not Interested
    • Call Back
    • Call Tomorrow
    • Call in Two Days
    • No Answer
    • Invalid Number
    • Left Organization
    • Already Used Other Vendor
  3. Look at the hint under the box. Ohanvi guesses an outcome from the call length. A very short call hints Invalid Number. A short call hints Not Interested. A longer call hints Interested. You can change it.
  4. To reuse a custom outcome later, click Save "your text" as a reusable option.
  5. If you chose Already Used Other Vendor, type the name in Vendor Name. The box reads Which vendor is the contact using? It is required.
  6. In Remarks, type notes about the call. The box reads Notes about the call…. Click the microphone (Dictate remarks (voice to text)) to speak instead.
  7. Set a Follow-up Date:
    • Call Tomorrow and Call in Two Days fill the date for you. The line Follow-up scheduled for … confirms it.
    • Call Back needs you to click Select a date and pick one.
  8. Click Save. The call appears under the contact's Calls and Activity tabs.

Note

The Call Outcome is required. If it is empty, the window says Please select or type a call outcome. For Call Back, a missing date gives Please pick a follow-up date for Call Back.

Fix the contact's details during the review

  1. In the review window, click Update contact details.
  2. Read the prompt. It changes with the outcome:
    • Update the contact details they shared: for most outcomes.
    • Wrong number? Enter the correct one: for Invalid Number.
    • They left — add the alternate details they gave you: for Left Organization.
  3. Change Mobile, Phone, Email or Designation.
  4. For Invalid Number, tick Mark as invalid — set Do Not Call if you never want to call this number again.
  5. Click Save.

Call the last contact again

  1. On the All contacts screen, click the Last Called icon in the top bar.
  2. Read the name, the number and when you called, for example Called 2 hours ago.
  3. Click Call Again to dial the same contact, or Close.

If you have not called anyone from this device yet, the message No calls placed from this device yet appears.

Hide contacts you have already called

  1. Click the filter icon in the top bar. Its tooltip is Hide called contacts (already completed calls).
  2. The list now shows only contacts without a completed call.
  3. Click the same icon again. Its tooltip is now Show all contacts.

See your follow-ups

  1. Click the bell icon in the top bar. Its tooltip is Follow-ups Due.
  2. Pick Overdue, Upcoming or All. Each shows its count, for example Overdue (3).
  3. Read each row. It shows the follow-up, the owner and the contact it belongs to.
  4. Click Refresh to reload, or Close to leave.

If nothing is due, the list says No follow-ups in this view.

Troubleshooting

Issue Cause Fix
Call Review does not open after a call You did not return to the Ohanvi tab or app. Switch back to Ohanvi. The window opens when you return.
Could not save the call review. Please retry. The save did not reach the server. Check your connection and click Save again.
Could not update the contact details. Please retry. The details you changed did not save. Click Save again.
Please enter the vendor name. You chose Already Used Other Vendor without a name. Type the vendor in Vendor Name.
Call on Mobile is not shown You are on a phone. Use Call Now.