Add Notes to a Call

Call Notes let you record what happened on a call without leaving the conversation. On any inbound or outbound call you can attach a disposition code and a short remark, and those details stay with the call afterward so you can look them up or refine them later.

Before you start

• Your Cloud Voice system must be running version 84.18.0.102 or later.
• An administrator must have enabled Call Notes for your account and defined the disposition codes you’ll choose from.
• The Cloud Voice App must be version 1.11.7 or later.

Note

If you never see the Call Notes control during a call, it usually means one of the requirements above has not been met yet (for example, the feature has not been enabled for your account, or your app is out of date). Ask your administrator to confirm the setup.

Add a note during a call

1. While the call is connected, select Call Notes to open the notes panel.

   

2. Enter the details you want to keep for the call.

   

   a. From the Select Call Disposition list, pick the disposition code that best describes the call. b. In the Remark field, type a brief note capturing the key points. c. Select Save.

   Note

   A disposition code is a preset label your administrator sets up (for example, categories such as “Sales enquiry” or “Support request”) so that everyone tags calls the same way. Picking one keeps call reporting consistent across the team.

What happens next

• An Operation Succeeded message confirms your note was saved.

  Tip

  You can revise and save the note as many times as you need up until the call ends. Nothing is lost when the call finishes: you can still read or edit the note afterward from Call Logs.

• If the call is transferred, the next person who has access to Call Notes sees your most recent note once they answer.

  

• Once the call is over, open Call Logs to read or edit the note attached to that call.