Share call history and notes among users.

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  • Updated 3 years ago

This conversation has been merged. Please reference the main conversation: Add User Notes Section/Groups in Desktop App

I am a small office. I want all users in my office to be able to log notes from each call. I also want all users to see the notes and call details from calls that other users made / received. I expect that I will have to use a CRM to complete this. I currently have Zoho, but I have not figured out how to do this. It might be possible to do it by purchasing an account for each of my Ring Central users. I might be willing to do this but prefer to not have to do so. I am also willing to use any other products that may accomplish my goal.

To put it in perspective, I used to use a combination of Nextiva and Ringio. Nextiva would forward all calls to Ringio and then Ringio would distribute the calls out to the various Nextiva users. Under this configuration, everyone could see all calls, and it worked really nice.
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Jason Spindler

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Posted 3 years ago

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Mike, Official Rep

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Just letting you know I've changed this post from a Question to an Idea so it gets consideration from our Product Team.

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