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call_note_logging [2022/01/10 13:49] garethcall_note_logging [2023/06/21 11:35] (current) – external edit 127.0.0.1
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 ===== Calll Note Logging ===== ===== Calll Note Logging =====
  
-Call Note Logging allows you to choose which actions are auto-saved as Call Notes. to see this settingnavigate to the system settings section.+Call Note Logging allows you to choose which actions are auto-saved as Call Notes. To access this, click your Username on the top-right and choose System Settings.
  
-{{ :call_note_logging.png?600 |}}+{{ :system_settings.png?nolink&200 |}}
  
-here you can choose which modifications you would like to be logged+When the System Settings Sidebar opens, select Call Note Logging.
  
-Once you have ticked the ones you want, be sure to click the save settings option to keep those preferences saved.+{{ :call_note_logging.png?400 |}}
  
-{{ :save_settings.png?600 |}}+here you can choose which actions will result in a Call Note being logged. These changes are based around the [[Custom Code]], the [[Employee|Engineer]], and the [[Call Type]] 
 + 
 +When you have made all the changed that you need to make, click the save button to save the changes. 
 + 
 +{{ :save_settings.png?200 |}}
call_note_logging.1641822551.txt.gz · Last modified: (external edit)

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