Add Notes to a Call

Call Note feature allows you to take notes directly during calls, and to review or edit notes in call logs after calls, helping you to capture important details for future reference.

Requirements

  • PBX Server:
    • Version 83.18.0.102 or later
    • System administrator has configured call disposition codes on server, and granted you the permission to use call note feature.
  • Yeastar Linkus for Google:

Procedure

  1. During an active call, click More, then click Call Notes to open the call note panel.

  2. In the call note 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.
    4. Click to close the call note panel.

Result

  • 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.
  • If the call is transferred, the next user with access to the call note feature can view the last call note after answering the call.