Knowledge base | Cloze, Inc.

How do I log call notes with Cloze Built-In Notes?

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.


 

You can add additional notes by tapping on the call in the person's timeline.




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.) Add the Duration, Date and Time and tap on Save to log your call. 


5.) You can then add additional notes by tapping on the call in the person's timeline.




 


The note will now appear in the Cloze contact profile for the people you linked to the note.