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Edit the Caller on the Call Details
Edit the Caller on the Call Details
Angel avatar
Written by Angel
Updated over a week ago

*This feature is currently in Alpha testing and is not available for all Pros*

Easily edit the customer attached to a call through the Call Details page. Please note that this will only edit the customer for this specific call, not all calls attached to that number or customer.

iOS:

  1. Navigate to the call details page for that call

  2. Click Edit Call

  3. Search for the customer you'd like to add and click on their name, or create a new customer

  4. The new customer should now appear on the Call Details page

Android:

  1. Navigate to the call details page for that call

  2. Click on the pencil next to the customer's name on the customer card

  3. Search for the customer you'd like to add and click on their name, or create a new customer

  4. The new customer should now appear on the Call Details page

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