How do I cleanup Caller Conversations (merge, open, close, delete)

To cleanup (merge, close, open, or delete) call conversations, please do the following:

1. Go into your Helpline call log (Community > Helplines > Helpline Calls).
2. Select your Helpline at the top of the screen and refresh the list.
3. Filter the list for your client by entering their last name (or the first letter of their last name) in the filters and refresh the list.
4. View the multiple client ‘Callers’ section.

5. These are the Caller Conversations.
   1. If you want to merge, close, open, or delete them…
   2. If merging, check 2 of the boxes to the left of the Caller Conversations you want to merge into 1 (you can only choose 2 at a time) otherwise, if closing, opening, or deleting the Caller Conversations, select the Caller Conversation you want to change.
   3. Click on ‘More’ in that section.
   4. Select Merge Conversations, Close Conversations, Open Conversations, or Delete Conversations.

6. Repeat as necessary with the next Caller Conversations.
7. The Caller Conversations have now either been merged, closed, opened, or deleted.