The Console provides a comprehensive overview of both the contact and client information. If there’s something important that should be visible to the receptionist when handling calls — especially details not found in other fields — it’s essential to add them in the information fields.
There are four key areas where additional notes and info can be placed. This guide will walk you through each one.
1. About the Contact
To add important information about a contact:
Steps:
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Go to the Organization tab and select Contacts.
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Use the search fields to find the contact you want to update.
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Click the name of the contact to open their profile.
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Navigate to the Information tab.
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In the Information field, enter any relevant details about the contact.
- (Tip: Add a line break or space before and after the content to visually separate it from the section heading when displayed.)
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Do the same in the More Info section if needed.
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Click Save.
Preview in Console
Once the contact is pulled into the console, the information will appear like this:
You’ll also see the More Info section in the tab next to “Client,” like this:
2. About the Client
To add information specific to the client (company or organization):
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In the Organization tab, select Clients.
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Use the search function to locate the client you want to edit.
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Once you open the client’s account, go to the Information tab.
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Enter important client-level details in the Information field.
- (Tip: This is great for general business info, services provided, or key call handling notes.)
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Click Save.
By using these fields effectively, you ensure that all call receptionists have the most up-to-date and helpful context for both the contact and client — all easily accessible in the Console.