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Call Notes Dashboard

Overview​

The Call Notes dashboard helps you manage Call Notes in Compass. From this dashboard, you work with Call Notes in the key areas Dashboard, Projects, and Tasks.

How to access​

In the Compass sidebar, go to Call Notes.

Key features​

  • Create a call note: Click Create New Call Note.
  • Work with Call Notes by area:
    • Projects: View the Call Notes Projects table.
    • Tasks: View the Call Notes Tasks table.
  • View notes in tables:
    • Call Notes Projects table column: Note
    • Call Notes Tasks table column: Note
  • Available dialogs:
    • Add Task
    • Personal Task
    • Delete Call Type
    • Discard changes?
    • Share link to report:

Field descriptions​

  • Note: The note content shown in the Call Notes Projects table and the Call Notes Tasks table.
  • Upload: Label Upload.
  • Delete: Label Delete.
  • Description: Label Description.
  • Department: Label Department.
  • Projects: Label Projects.
  • Tasks: Label Tasks.
  • Timeline: Label Timeline.
  • Users with Access: Label Users with Access.
  • Call Type Name: Label Call Type Name.
  • Call Type Option: Label Call Type Option.
  • Call Type Link: Label Call Type Link.
  • Date Range Picker: Label Date Range Picker.
  • Checkbox Group: Label Checkbox Group.
  • Project Phase: Label Project Phase.
  • Call Notes Project: Label Call Notes Project.
  • Call Notes Task: Label Call Notes Task.
  • Personal Task: Dialog title/label Personal Task.
  • Add Task: Dialog title Add Task.
  • Save Task: Label Save Task.
  • Assignee(s) Role: Label Assignee(s) Role.
  • Assignee: Label Assignee.
  • History / Call Note History / View call notes history: History labels for viewing call note history.
  • Share link to report: Dialog title/label Share link to report:.
  • Download Call Note Report: Label Download Call Note Report.