How do I add notes and labels to an earlier call?

  • In the Client, go to Call and then Recent:

    recent.png

    Select a number/call from the list, to get to the view where you see all previous calls with this number. To add one or more labels, you click the Add a label menu (1) and to add notes you simply enter your notes in the Add notes field (2) – the labels and notes will be saved automatically.

    add label and notes.png

    In this view, you can also, if you want to, save the contact information by creating a new contact or save the phone number to an existing profile. Just click + Create new contact or Add to Existing Contact and enter the contact information for the person, and the client will remember this until the next time the person calls.

    kontakt ej kontakt.png

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