There may be times when you need to look back at an interaction with a Lead or Customer but can't remember their name, location or when it happened. When things like this occur, you can use the All Interaction History list to search for interactions based on name, the location it occurred or the time it happened. The purpose of this guide is to explain how to access and use the All Interaction History list to find specific Lead or Customer interactions.
Access
History - Click to access the Unprocessed and All list.
All - Upon clicking History, the list will default to Unprocessed. Click to view the complete communication list. The All list will show all historical communication, including Unprocessed items.
Navigating the All List
Filter by Communication Type - The list will initially default to show all communication types. Click to filter the list by communication type.
Filter by Call Types - The list will initially show all call types. Click the dropdown to select filtering options that will focus the list.
Filter by Date - Click the dropdown to show Leads created within a specific time period.
Note: Starting August 26, 2026, we'll begin archiving records in Storable CRM. As the data archival proceeds, the list will gradually display fewer records. On September 21st, 2026, the data will be displayed for the previous 13 months. This helps ensure faster page loads. Please note, your data isn't deleted from Storable CRM; it will remain safely stored in your system.
Filter by Location - The list will initially include historical communication from all locations you have access. Click the dropdown to select locations and filter the list.
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Additional Filters - Additional filters include;
Name
Email address
Phone number
Employee who originally created the Lead or Customer
Apply - Click to apply your filters and update the list accordingly.
Reset - Click to remove all applied filters.
Below the filters, you can view the communication type, information, along with the communication length (if it's a call), with an option to play the call recording.
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Communication type - Indicates the communication type as well if it was inbound or outbound. Types include;
Phone
Text (Both One-Way or Two-Way, if enabled)
Chat
Email
Voicemail
Video Call
Communication Information - Indicates whether the communication was inbound or outbound and who interacted with the Customer.
Communication - Shows the length of the call (if appropriate) or the number of messages for email or text correspondence. Click to listen to the call or read the correspondence(s).
(M) Location - Indicates the location the Lead or Customer is associated.
(N) Time stamp - The date and time the communication occurred.