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Call Wizard Lists

You can display Note types in the Call wizard and also the Cloudcall wizard.

 

Step 1.

In Admin, select Notes/Todo Types list on Lists tab


Step 2.

Tick the Display Candidate/Client Call tickbox next to the notes type you want to display in the Call/Cloudcall pop


Step 5.

You can create your own call note types using the Admin -> Lists and saving a new note type

Step 6.

You can view these notes on your contact record: