Enabling an agent to relate a call to multiple records
While on a call and before working on another call, agents can relate the call to multiple Salesforce records. For more information, see Logging a call during the call.
To enable this feature, click the Link call to Name and Related object check box in custom settings. For information about the Link call to Name and Related object check box, see Configuring custom settings for optional Vonage Contact Center features in Salesforce.
Support and documentation feedback
For general assistance, please contact Customer Support.
For help using this documentation, please send an email to docs_feedback@vonage.com. We're happy to hear from you. Your contribution helps everyone at Vonage! Please include the name of the page in your email.