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Call Logging

Applies to: 0.1.1-Phase1B · Permission:

Overview

Keep a record of call activity connected to CRM history where available.

Requirements

Voice access and CRM access.

Step-by-Step Instructions

  1. Place or review a call
  2. Add notes when available
  3. Connect it to the proper record
  4. Save.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Good call notes help the next team member understand context.

Troubleshooting

If logs are not connected to CRM, verify the phone number matches the contact.

Related Articles

  • Call History
  • Timeline
  • Contacts

Last Updated: July 7, 2026

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