How to Add Notes and a Text Reminder Message
Easily add notes to a contact in CallAction directly from the conversation view.
You may also schedule a reminder text message to be sent at a specific date and time in the future with each note that is added to a contact record.
Adding notes to a contact record will also sync in real-time to any of the CRM that is API integrated.
How to Add Notes to a Contact from Conversations
Login to CallAction
Click on Conversations
Select a Contact
Click on the Add Note icon in the message bar
Enter Notes on the window that slides out from the right side
Optional: Select text message reminder date and time
Click Save
Process is the same on both desktop, iPad, or mobile.
Adding Notes on Mobile with Voice Text Transcription
Click on the Add Notes field
Click on the Microphone icon on the mobile keyboard
Speak your voice note to transcribe to text
Transcribed notes are added to notes
Click Save
Add Notes from Actions
Login
Click on Conversations
Click on Actions
Click on Add Notes
Adding Notes from Contacts View
Same as above
Click on Contacts
Select Contact and click Manage
Scroll down to Notes
Add Note
Click Save
Next, when adding a note, you can add reminder text messages.
Add Reminder Text to Note
This will send you a text message reminder on a specific date and time. The reminder message will include copy of the original note and a link to go directly to the specific contact in CallAction.
Add Note
Click on Reminder Date field
Select the date and time
Click Save
Added Notes are Synced to CRM
If you have a CRM integration turned on in CallAction, all notes will automatically sync to your CRM in real time. This allows you to easily add notes to a contact record while on mobile.
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