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Associate custom channel Notes logs/Phone Calls log to the contact number

  • April 8, 2024
  • 1 reply
  • 52 views
sharad52
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Hi,

I have organized my call/voicemail logs into the custom channel and it is showing as expected. i want to associate those logs in respective contacts too. is there a way to organize custom channel message to the contacts object ?

 

Best answer by jason

Hi @sharad52 simply click Add to Contacts to ensure this contact is saved as a Contact, and all conversations associated with any of their contact handles (phone/email) will appear in the Contact record. 

1 reply

jason
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  • jason
  • Fronteer
  • Answer
  • April 8, 2024

Hi @sharad52 simply click Add to Contacts to ensure this contact is saved as a Contact, and all conversations associated with any of their contact handles (phone/email) will appear in the Contact record. 

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