Embed Call Detail Information into Notes
I hope I'm posting in the correct area. Your "Call Notes" are a godsend. It is an amazing tool and has already reduce my work load.
I would propose that you embed the Call Detail in the notes at the top. For example:
Contact Name / Number of the Call (From or To)
Date of the Call (Not Yesterday but the date) / Time / Length of Call
Outgoing/Incoming Call
Then the actual notes.
Currently, I have to copy/paste the top of the call notes into the Notes. You may ask why? Many times, I will Copy/Paste the call notes into an email, or ticket information or another document.
This suggestion would make the process quicker.
Thank you for your consideration
Louis
1
vote
