Keeping track of customer interactions is crucial for maintaining strong relationships and providing excellent service. In ChartMogul, notes and call logs help your team document key details, ensuring smooth handoffs and informed decision-making. This article will walk you through how to manage notes and call logs on customer records.

Here’s what we cover in this article:

• Adding a note or call log
• Editing a note or call log
• Pinning a note
• Deleting a note or call log

Adding a note or call log

To add a note or call log to a customer record:

1. Go to Customers and select a customer to view their record.
2. On the Profile tab, click the Note   or Log a call   button.
   
3. Enter the content of your note or call log, using a selection of rich-formatting tools. Insert templates with text blocks.
   
4. Log the duration of a call in the Minutes field.
   
5. Click Save to save your note or call log.

Editing a note or call log

To edit a note or call log:

1. Hover over a note or call log and click the Edit   icon.
   
2. Adjust the content.
3. Click Save to apply your changes or Cancel to discard them.
   

Pinning a note

Click the Pin   icon on a note to pin it to the top of the activity list. Click the Pin   icon on a pinned note to unpin it.

You can also pin or unpin a note when creating or editing it.

Deleting a note or call log

To permanently delete a note or call log:

1. Hover over a note or call log and click the Delete icon.
   
2. Or, click Delete when editing a note or call log.
3. Confirm by clicking OK.

Next steps

• Create templates with text blocks.
• Connect and send email.