How to use call notes

Call notes enable you to take notes during or after a call.

Call notes can now be made on our desktop, web app and mobile apps.

Whilst on a live call, the call text box is placed at the bottom of your dialer. Click into the text box to start typing.

Call notes are limited to 300 characters.

After a call has ended, you can set the dialer to stay open while you finish your note. Please click here for how to customise this behaviour.

Once 'Update call notes' is selected, the dialer will close, and the note will be saved in the activity.

You can change the behaviour of call notes to best suit your workflow.

This is amended in Settings > Calls, located in the 'Wrap Up' section.

1. Always stay open

What happens: The dialler stays open after every call until you manually close it.
Why: It gives you time to write, edit, or review notes at your own pace.
Best for: Users who want full control and time to reflect or document after calls.

2. Dynamic

What happens:
- If you’ve started writing notes but haven’t saved them, the dialler stays open.
- If there are no unsaved notes, the dialler closes automatically.
Why: It's smart behavior—only stays open when there’s work to finish.
Best for: Users who want a balance between automation and not losing unsaved work.

Always Close

What happens: The app immediately closes after the call ends, regardless of notes. If you had notes, they are automatically saved.
Why: Fast and hands-off—no prompts or manual actions.
Best for: Users who want speed and automation, and don't need to review notes post-call.

Whilst on a live call, the call notes icon is located next to the end call button.

This opens a new page to type your note. To go back to the normal in-call screen, select 'back'

Once a call ends, the note will be accesible through your activity section.

You can change the behaviour of call notes to best suit your workflow.

This is amended in Settings > Calls, located in the 'Wrap Up' section.

1. Send Notes and Always Prompt

What happens: After every call, the app will ask you if you want to send notes, even if you didn’t write any.
Best for: Users who want full control and a reminder every time.

2. Send Notes and Prompt for Unsaved Notes

What happens: After a call, the app will only prompt you if you typed something but didn’t save it. If you didn’t write any notes, or if you saved them already, no prompt.
Best for: Users who want to be reminded only if they forget to save something.

3. Never Prompt and Send Automatically#

What happens: The app will never ask you about notes. Any notes you saved will be sent automatically, and it won’t check or warn you if you forgot to write or save notes.
Best for: Users who want a fully automatic workflow and don’t want interruptions.