Prompts to log calls and messages
Automatically prompt to capture call notes
Many end users would like confidence in knowing that every call they place or receive is logged properly in the CRM they are connected to. Furthermore, users also want to be prompted to capture notes about a call immediately upon a call ending. To automatically be prompted to enter and save notes relating to a call that has just ended, enable "Auto log call - only pop up log page" from the Settings page.
Automatically prompt to capture SMS and text messaging notes
As with phone calls, many end users would like to reliably capture the SMS messages transmitted to contacts. To be prompted automatically to enter notes upon sending an SMS, enable "Prompt to enter notes after sending SMS" from the Settings page.
