By default, Vonage Contact Center displays the agent's Log a call notes in the Call Notes section in related task records. To make this content visible in lists and reports, you must save the notes to a field on the task records.
To save the notes from the Log a Call area in the Comments field, click the Save Log a Call notes in Task comments check box in custom settings. For information about the Save Log a Call notes in Task comments check box, see Configuring custom settings for optional Vonage Contact Center features in Salesforce.
Notes
- If a call is transferred between agents, Vonage Contact Center only saves the notes made by the last agent in the Comments field. All comments appear in the default Call Notes section.
- If call is related to an existing task—for example, when using Click to dial in a task—the Notes field in the Log a Call area is prepopulated with the value in the Comments field. If the agent provides new notes during the new call, Vonage Contact Center overwrites the value in the Comments field with the notes logged during the most recent call.