Call memo is one of MiiTel Phone's features, which is similar to a tag. You can add them to the call history and use them as a memo. Also, you can use this memo in the dashboard for aggregation and analysis purposes. This memo is also convenient as you can use they keywords in the memo to find the past phone calls. You can also change the settings to register call memos by the Salesforce activity history from the Salesforce task integration.
You will first need to prepare a call memo in advance. For details on how to create a call memo, please check How to create a Call Memo.
Register the call memo on MiiTel Phone
If you do not see the call memo you wish to save in the list, you can create a new call memo by clicking 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.
Register the call memo from the Call History page
You can check, add, and delete your call memo from the call history in MiiTel Analytics.
- Click Call History in MiiTel Analytics.
- Click on the call history you wish to add the call memo.
- Click Add call memo.
- Click Input call memo.
- Click on the call memo you want to register from the list displayed.
- Click Register.
If you want to add more than one memo, repeat the above steps.