What are “Notes” in MyOperator and how do I add them to call logs?
⚡Quick answer-
Notes are internal comments you attach to a call log (e.g., follow-ups, customer preferences).
Open the call in Call Logs → Notes tab → type your comment → Save.
Notes are time-stamped, visible to teammates, and included in CSV/Excel exports.
When should I use this guide?
Use it whenever you need to capture context for a call—before handing off to another agent, logging a promised callback, or marking a call for QA review.
1. Prerequisites
Requirement | Needed for |
Role with Logs → View and Notes → Add | See & create notes |
Interface | MyOperator Web Panel (desktop recommended) |
Recording enabled? | Not required—notes work on any call |
2. What you can do with Notes
Task | Who can do it | Where it appears |
Add multiple notes to one call | Any user with the Add right | Notes timeline |
View teammates’ notes | Anyone with Logs → View | Call Details + Exports |
Edit / Delete notes | Role-based (if granted by Admin) | Notes timeline |
Bulk export notes | Admin / Manager | Reports → Export → Notes |
3. Step-by-step: add a note
- Log in to MyOperator Web Panel.
Alt text: MyOperator panel
- Click Logs in the sidebar and open the desired call.
Alt text: Open the desired call
- Click the Notes tab (📝).
Alt text: Click the Notes tab
- Type your comment—e.g., “Promised callback 24 Aug 4 PM IST”.
- Press Enter or click Save.
Alt-text: Type comment and click Save
4. Export notes in bulk
- Sidebar → Reports → Export.
Alt text: Sidebar → Reports → Export
- Select Notes in the left submenu.
Alt text: Select Notes
- Pick Date range + optional filters (user, customer number).
Alt text: Select the filters
- Click Export → CSV/Excel arrives by email.
Alt text: Click "Export"
5. Success checklist
✓ Note shows in the call’s Notes timeline with your name & timestamp.
✓ Export file contains the same note under note_text.
6. Edge cases & limits
• Notes are internal—customers never see them.
• Very long notes (> 1,000 chars) are truncated in on-screen view but fully stored/exported.
• Mobile app: view-only; cannot add notes yet.
7. When you can’t edit a note?
- Your role lacks Notes → Edit/Delete permission.
- Note is older than the workspace’s edit window (if admin-limited).
- Browser cached old state—hard refresh with Ctrl + Shift + R.
8. Troubleshooting & escalation
Issue | Quick fix | Escalate to |
Notes tab missing | Ask Admin for Notes → Add permission | Workspace Admin |
Note didn’t save | Check the internet; re-enter & click Save | — |
Notes are absent in the export | Ensure you ran Export → Notes & correct date range | — |
Need bulk edit/delete | Not supported; contact Support | Support (include call UID) |
Keywords: add note to call, call log notes, export notes, MyOperator
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