Add Notes to a Call

This topic describes how to add notes during a queue call or in the wrap-up time to capture important details for future reference.

Requirements

PBX Server
  • The firmware of the PBX server is version 37.18.0.102 or later
  • System administrator has configured call disposition codes on server, and granted you the permission to use call note feature.
Linkus Desktop Client
  • Make sure that the version of Linkus Desktop Client is 1.11.7 or later.

Add call notes in-call

During a queue call, you can add call notes to capture essential information or decision made in the conversation.
  1. During an active call, click Call Notes to open the call note panel.

  2. In the side panel, add tags and remarks for the call according to your needs.

    1. In the Select Call Disposition drop-down list, select a disposition code.
    2. In the Remark field, enter short descriptions to note down essential information for the call.
    3. Click Save.
      An "Edited Successfully" prompt pops up, indicating that call note is saved successfully.
      Note: You can modify and save the notes multiple times before the call ends.

Add call notes in wrap-up time

When you finish a queue call and enter the wrap-up time, a call note panel will appear, where you can add or edit call notes.

Note: After call, you can check and edit call notes in the corresponding call log. For more information, see Manage Queue Call Logs.
  1. In the Select Call Disposition drop-down list, select a disposition code.
  2. In the Remark field, enter short descriptions to note down essential information for the call.
  3. Click Save.