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Automatically Created Note Records

Outbound Calls: turboDial creates a single Note Record for every outbound call that is answered and attaches it to the contact record. Calls that are hung up while they are still ringing do not result in a Note Record.

Inbound Calls: If you have the “Enhanced Inbound” feature then turboDial also creates a Call Note for each inbound call.

SMS Text Messages: turboDial creates a single Note Record for every outbound and inbound SMS text message and attaches it to the contact record.

These Note Records leave a record of every SMS and call you make – something that is not possible to do with Tags. Use these Note Records to track and manage the progress and activity for your calling campaigns, and use Tags to track and manage the results of your calling campaigns.

When you use these note record titles in the “Main Search” field of a Task Note Report you don’t need to use the full title.  For example, to match all outbound calls you can just use “turboDial: Call”.

Outbound Calls

Every automatic note record that turboDial creates for outbound calls has a title that begins “turboDial: Call”. Here are the possible note titles:

  • turboDial: Call from PC
  • turboDial: Call from PC – Left Message
  • turboDial: Call from PC – Recorded
  • turboDial: Call from PC – Left Message – Recorded
  • turboDial: Call from Phone
  • turboDial: Call from Phone – Left Message
  • turboDial: Call from Phone – Recorded
  • turboDial: Call from Phone – Left Message – Recorded

Note that for outbound calls the ‘PC’ term in the note title is referring to the turboDial softphone.

Inbound Calls

If you have the Enhanced Inbound feature then turboDial also creates automatic note records with these titles:

  • turboDial: Inbound Call to Phone
  • turboDial: Inbound Call to Phone – Recorded
  • turboDial: Inbound Call to Softphone
  • turboDial: Inbound Call to Softphone – Recorded

If you have the Enhanced Call Handling feature then turboDial also creates automatic call notes with these titles:

  • turboDial: Inbound Call to Phone – Transferred to Hold Queue
  • turboDial: Inbound Call to Phone – Recorded – Transferred to Hold Queue
  • turboDial: Inbound Call to Softphone – Transferred to Hold Queue
  • turboDial: Inbound Call to Softphone – Recorded – Transferred to Hold Queue
Calls with Inbound Actions

If you have the Hosted Voice upgrade then turboDial can also create automatic note records with these titles:

  • turboDial: Inbound Call to Voice Mail
  • turboDial: Inbound Call to Queue
  • turboDial: Inbound Call to Auto-Attendant
SMS Text Messages

Every SMS has an automatic note record with a title that begins “turboDial: SMS”:

  • turboDial: SMS Inbound To +CCNNNXXXYYYY
  • turboDial: SMS Outbound From +CCNNNXXXYYYY

Where +CCNNNXXXYYYY is the phone number the SMS was sent to or from.

SMS text messages sent using the Campaign SMS add-on will have a note record title like this:

  • turboDial: SMS Outbound From +CCNNNXXXYYYY (auto)
Manual Notes

If you use the Call Outcome pane in turboDial to save a manually typed notes when there has been no phone call, the manual note will have a title like this:

  • turboDial: Notes

 

 

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