Knowledge Base > FAQs > Notes/To-Do’s/Calls > Should we put notes from a call in the Notes tab or do we need to create a call if we are just documenting a conversation?

in FAQsNotes/To-Do’s/Calls Tags: NotesCalls

Best Practice is to record notes from a phone call under the Calls tab. However, if a detail is considered a permanent client note, you may want that information in the Notes tab.