What are “Notes” in MyOperator and how do I add them to call logs?

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

Video walkthrough


3. Step-by-step: add a note 

  1. Log in to MyOperator Web Panel.

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Alt text: MyOperator panel

  1. Click Logs in the sidebar and open the desired call.

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Alt text: Open the desired call

  1. Click the Notes tab (📝).

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Alt text: Click the Notes tab

  1. Type your comment—e.g., “Promised callback 24 Aug 4 PM IST”.
  2. Press Enter or click Save.

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Alt-text: Type comment and click Save

4. Export notes in bulk 

  1. Sidebar → Reports → Export.

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Alt text: Sidebar → Reports → Export

  1. Select Notes in the left submenu.

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Alt text: Select Notes

  1. Pick Date range + optional filters (user, customer number).

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Alt text: Select the filters

  1. Click Export → CSV/Excel arrives by email.

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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?

  1. Your role lacks Notes → Edit/Delete permission.
  2. Note is older than the workspace’s edit window (if admin-limited).
  3. 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