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Manual Call Notes

In turboDial you can also type notes in the call notes field and save them into the same Automatic Call Note that turboDial created. Each time you press the Save button your typed information will be saved into the current Call Note for the most recent call. You may save more than once and your Manual Notes will always be associated with the Automatic Note that was created for the most recent call.

For outbound calls you can begin saving Manual Call Notes once a call has begun – no need to wait until the call has ended.

For inbound calls, if you have the Enhanced Inbound feature, you should first click an “Assign” button in the screen pop alert to associate yourself as the User who owns the call and then the Manual Call Notes you create will be associated with the correct Automatic Call Note.

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