Notes are a receptionist-only feature and are visible to receptionists only. If your receptionists share a single login, notes are visible to all. If you have multiple Switchboard Pro licenses, notes are not shared across all switchboards.
In this example, a contact is busy and informs the receptionist to forward all calls to voicemail temporarily. The receptionist enters a note attached to the contact.
To add notes:
- Select the contact.
- From the Contact Details, click the Add Note icon. The note window displays:
- Add notes and click Save.