Call memo registration settings

This page explains about the settings of the call memo registration after the phone call made by MiiTel Phone.
You can set the following for the call memo registration on MiiTel Phone.

  • Register multiple call memos or only one call memo.
  • Register parent items or only child items.
  • Set each user to make the call memo registration as Required, Optional, or set not to register the call memo.

For example, you can set the call memo registration as Required in User settings, so the user will not forget to register the call memo after the phone call.

  Permissions Required

  • All users who have administrator privileges can change the settings.

  IMPORTANT

  •   If you wish to use this feature, please first set the following.
    • Enable the call memo from MiiTel Admin > Call Memo
    • Make the parent items and child items on MiiTel Admin.
    • For more details, please check How to create a call memo.
  •   This setting only applies to the PC version of MiiTel Phone, and it doesn't apply to the following services. 
    • Call memo registration from the MiiTel Phone Mobile
    • Call memo registration from the call history in MiiTel Analytics
  •   For details on creating a call memo from MiiTel Phone, please check How to create a call memo.
  •   For details on the user permission settings on MiiTel Phone, please check How to create or edit user accounts.

Call memo registration settings

1. Log in to MiiTel Admin.

2. Click Call History > Call Memo Registration Settings.

3. After you set the following categories, click Save.

eng_new2022Dec_callmemo_settings.png

1Number of call memos to register: Set the number of call memos you can register.

  • Multiple call memos: The user can register multiple call memos.
  • Only one call memo: The user can register only one call memo.

2Call memo items to register: Set the call memo items (the items that are displayed on the call memo registration screen) you can register.

  • Register all items: The parent items and child items will be displayed on the call memo registration screen.
  • Not register parent items that have child items: If there are child items, the parent item connected to those child items will not be displayed on the call memo registration screen. (If there are no child items, you can register the parent item.)

3User settings: You can set each user to make the call memo registration as Required, Not used, or Optional. (The default setting is Optional.)

  • Required: You must select at least one call memo item on the call memo registration screen to Save.
  • Not used: The call memo registration screen will not be displayed.
  • Optional: Even if you don't select the call memo item on the call memo registration screen, you can still Save.

What will happen to the call memo registration screen on MiiTel Phone for each setting

Settings MiiTel Phone
Number of call memos to register Call memo items to register User settings Call memo registration screen Registration of the call memo
[Multiple call memos] [Register all items] [Required]

All of the call memo items will be displayed.

  • The user can register multiple call memo items.
  • The user must register at least one call memo item. *1
    [Not used] The call memo registration screen will not be displayed.  
    [Optional] All of the call memo items will be displayed.
  • The user can register multiple call memo items.
  • The registration of the call memo item is optional.
[Multiple call memos] [Not register parent items that have child items] [Required] The parent items that have child items will not be displayed.
  • The user can register multiple call memo items.
  • The user must register at least one call memo item. *1
    [Not used] The call memo registration screen will not be displayed.  
    [Optional] The parent items that have child items will not be displayed.
  • The user can register multiple call memo items.
  • The registration of the call memo item is optional.
[Only one call memo] [Register all items] [Required] All of the call memo items will be displayed.
  • The user can only register one call memo item. *2
  • The user must register one call memo item. *1
    [Not used] The call memo registration screen will not be displayed.  
    [Optional] All of the call memo items will be displayed.
  • The user can only register one call memo item. *2
  • The registration of the call memo item is optional.
[Only one call memo] [Not register parent items that have child items] [Required] The parent items that have child items will not be displayed.
  • The user can only register one call memo item. *2
  • The user must register one call memo item. *1
    [Not used] The call memo registration screen will not be displayed.  
    [Optional] The parent items that have child items will not be displayed.
  • The user can only register one call memo item. *2
  • The registration of the call memo item is optional.

Common error messages for this setting

If any of the following applies in the table above, you will see an error message on MiiTel Phone.

  • *1: If the User settings is set as Required, but you Save without selecting the call memo item: 
    "Please select the call memo."
  • *2: If the Number of call memos to register is set as Only one call memo, but you Save after you selected multiple call memo items:
    "Please select only one call memo."

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