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Add Notes to Contacts

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:

  1. Select the contact.
  2. From the Contact Details, click the Add Note icon. The note window displays:
  3. Add notes and click Save.

The contact directory list indicates notes attached to a contact. You can read a note simply by clicking the Note icon next to the status of the contact.

 


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