How do I log call notes in Cloze? | Cloze, Inc.

How do I log call notes in Cloze?

There are two ways to log a phone call and add notes:

  1. Cloze will prompt you when dialing directly from Cloze
  2. Manually logging a call

Please follow these instructions to log your notes from a phone conversation for both options.

Cloze will prompt you when dialing directly from Cloze

1.) From the contact profile tap on the phone icon to make your call. 

2.) Tap on the number to place your call. Or log it if the call has already occurred.

3.) After you tap on phone number the call will placed. Cloze will also display a screen to allow you to log your call and add notes. 

Manually logging a call

1.) Tap on the compose icon in the upper right of the screen

 

2.) Tap on Log Call.

 

 

 

3.) Start typing in the box (labeled "Call With") to search for the name of the person you would like to link to the note. As you type Cloze will search your contacts for the right person. 

4.) In the section labeled Duration set the length of your call. 


5.) Add a Note


6.) Enter the topic of your phone call and optionally toggle on Evernote.

Tap the Add Note button to create your note.



7.) If the Evernote option was selected, Evernote will open so you can add your note.


The note will now appear in the Cloze contact profile for the people you linked to the note. Updates in Evernote are automatically synced to Cloze.