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Create a Brief Description for Calls - Transfer IQ®
Create a Brief Description for Calls - Transfer IQ®

Add a description or detail to a call linked to a case.

Joe Caffrey avatar
Written by Joe Caffrey
Updated over 2 months ago

About

Add more information regarding a call.


Steps

  1. Go to the Recording tab of a transfer case.

  2. After linking a call to the transfer case, click the Description box in that row.

  3. Begin typing a description.

  4. When finished, tab-out or click outside of the edit area to automatically save your description.

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