Agent to put note on call

[Khaled-Quenawy]

• In case agent want to leave a note for such a call so others when they check the call they can see what that agent write. is there any way to do this

 

[paurus]

we do this in CRM

 

[ChrisC_3CX]

What @paurus says is true, you can find more info such as which CRM Integrations are supported here: https://www.3cx.com/call-center/crm-integration/

 

[Khaled-Quenawy]

What @paurus says is true, you can find more info such as which CRM Integrations are supported here: https://www.3cx.com/call-center/crm-integration/

Put note and " Save agents time by automatically popping up customer records. " available in which CRM ?

 

[NickD_3CX]

Well that would need a bit of checking on your end, but I think I have seen Nutshell have a note section in the tab that opens with CRMs.
I am many more though that are the same or similar.