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Is there another way to select a Bullhorn note action other than "+" sign?

  • May 22, 2025
  • 1 reply
  • 17 views

Besides manually clicking the + to log your notes, is there any other way to choose a note action for my note? an outbound dial may result in a few different options, for example, I have the outbound default action to “connect” but since we do recruiting, an outbound call could also result in a screening call. I’m looking for an easy way to label a screening call sometimes and a general connect other times.

 

Thank you!

1 reply

ByrneReese
Community Manager
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  • Product Manager
  • May 23, 2025

@bobbypoirier So the only way to select the note action is via the “+” (Log call) button. You will be presented with a form where you can select your preferred note action from a pull-down menu. 

But we don’t have a way to select a note action automatically - only explicitly as a “default note action.”