📞 Option 1: Adding Notes from the Calls Page

Step 1: Open the Calls Tab

From the Maqsam portal, go to Calls. Each row represents a recorded call. The Notes column displays the number of notes already attached to each call.

Step 2: In the Call Notes Column

When no notes exist, the section displays “No notes yet” and an “Add Note” button (see the screenshot below).

Step 3: Add New Notes

Step 4: View Saved Notes

After saving, the note appears immediately in the Call Notes section along with the author’s name and timestamp. Subsequent notes will be appended in chronological order, creating a conversation thread. The call list updates the notes counter, allowing you to see at a glance which calls have existing notes.

✏️ Note: You can repeat the process to add multiple comments. Notes are visible to all users with access to the call, enabling managers and teammates to collaborate and leave guidance for future follow‑ups.

📝 Option 2: Adding Notes During or After a Call (Dialer Page)

Add Notes During the Calls

Step 1: Start or Answer a Call

Navigate to the Dialer page and place an outbound call or answer an incoming one. While the call is active, the dialer shows call status, a dial pad, and action icons.

Step 2: Click the Note Icon 

Among the action icons below the dial pad, you’ll find an icon that looks like a tag/sticky note. Selecting this icon opens the Add Note drawer at the bottom of the screen (see the following image).

Step 3: Enter Your Note

In the Add Note drawer, type your note in the text box. You can write up to 500 characters and can include details of what was discussed, follow‑up actions, or any other contextual information. When finished, click Save.

Step 4: Confirm the Note is Saved

After saving, the drawer briefly displays a confirmation message such as “Note saved successfully.” The drawer can then be closed. All notes added during the call will be available later on the Calls page, grouped under the Call Notes section of that specific call record.

Add Notes After Calls (Dialer Page)

In the Dialer History tab, when you click the notes icon next to a call log, it opens the note-taking form, where you can add notes to the selected call.

💡 Tips

• Multiple Notes:

You can add as many notes as needed. Each entry is timestamped and labeled with the author’s name, allowing you to follow the conversation thread.

• Edit History:

Notes cannot be edited once saved. If you need to clarify or update information, add a new note to maintain the audit trail.

• Visibility:

Call notes are visible to all users who can view the call record. Use them to convey context to colleagues, brief supervisors, or document agreed-upon actions.

• Character Limit:

Each note allows up to 500 characters; a character counter in the bottom right corner of the note box helps you track how much space is left.