I have a few users that have mentioned that the AI note (Smart note) disappears before they are able to save it and when they check the calls section it isn’t there. I have checked in the RingSense portal and all the information is there, but this is something we haven’t rolled out to everyone, and even when we do I don’t want to have people have to go there to retrieve notes.
I have a user that says when he presses enter or shift+enter when logging a manual note, it will call the last person in his call log. Is there something that can be done on his end to avoid this while adding spacing to manual logs?
I brought this up this next point in the past, but wondering if there was any movement on it. In Bullhorn we are able to ”@”someone to tag them in a note and this will alert them to check out the communication. Is this something that can be added into the RingCentral App Connect extension?
Thank you!