1. MiiTel Support
  2. MiiTel
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  4. Make and receive calls with MiiTel Phone
  1. MiiTel Support
  2. MiiTel
  3. Make and receive calls with MiiTel Phone
  4. How to add a call memo to the call history
  1. MiiTel Support
  2. MiiTel
  3. Make and receive calls with MiiTel Phone
  4. How to add a call memo to the call history

How to add a call memo to the call history

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Edited

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Call memo is one of MiiTel Phone's features, and it is similar to putting a tag on the call history. You can add call memos to the call history and use them as a memo. Also, you can use the call memo in the dashboard for aggregation and analysis purposes. This memo is also convenient as you can use the keywords in the memo to find past call histories. You can also change the settings to add call memos with the Salesforce activity history by the Salesforce task integration.

You will first need to set the call memo items in advance. For details, please check How to create a call memo.

Contents

Add a call memo on MiiTel Phone

Compact mode

during_call_C_eng.gif

1Click info-circle-regular__1_.svg.

2Click Call details > Call memo.

3Check the Call memo you would like to add.

4Click Save.

5If you wish to go back to the phone screen, click the arrow on the top left of MiiTel Phone.

 

Wide mode

during_call_W_eng.gif

1Click Call memo.

2Check the call memo you would like to add.

3Click Save.

Compact mode

after_call_C_eng.gif

1Click End call.

2Check the call memo you would like to add.

3Click Save.

4Call memo has been saved will be displayed.

 

Wide mode

after_call_W_eng.gif

1Click End call.

2Check the call memo you would like to add.

3Click Save.

4Call memo has been saved will be displayed.

  NOTE

  •   If you do not see the call memo on the list, you can add a new call memo by clicking plus-circle-regular.svg create new call memo. The call memo that is created from the steps above will not be added to the call memo list.
    If you would like to know how to add the new memo to the list, please refer to How to create Call memo.

custom_memo.gif

Edit a call memo on MiiTel Phone

From the history on your MiiTel Phone, you can add, change, or delete a call memo.

  1. Open MiiTel Phone.
  2. If your MiiTel Phone is in compact mode, switch to Wide mode.

eng_widemode.png

  1. Click pen-to-square-solid (1).svg Edit call memo on the history.

eng_edit call memo.png

  1. Check the call memos you would like to add. You can also uncheck the call memos to delete them from the history.

eng_call memo_list_p.png

  1. Click Save.

  NOTE

  •  From pen-to-square-solid (1).svg Edit call memo, you can add call memos to missed outgoing calls or incoming calls.
  •  You can also find call memos by typing the name in the search box.

eng_call memo_search.png

Add a call memo from the Call History screen

You can check, add, or delete a call memo from the call history screen in MiiTel Analytics.

  1. Click headphones-solid (1).svg Call History in MiiTel Analytics.
  2. Click on the call history.

callhistory1.png 

  1. Click Add call memo.

callhistory2.png

  1. Click Input call memo.
  2. Click the call memos you want to add.
  3. Click Register.

callhistory3.gif

 

Please repeat the above steps if you want to add more than one memo.

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