topic Re: Conversation Intelligence: What's the best way to find a comment I left on a call? in Calling

Conversation Intelligence: What's the best way to find a comment I left on a call?

drewspi — Wed, 23 Aug 2023 17:07:57 GMT

I left a comment on a teammates call earlier this month. I wanted to reference the comment and didn't remember the title of the meeting/call.

What's the best way for me to find it, other than searching through the long list of all recent calls?

Re: Conversation Intelligence: What's the best way to find a comment I left on a call?

DianaGomez — Thu, 24 Aug 2023 00:18:51 GMT

Hello,

Thank you for your inquiry. One possible solution would be to utilize a list.You could Create a list. This approach will allow you to incorporate filters such as activity assignment, task type, date, and call notes.

Hope this helps!

Best regards,

Re: Conversation Intelligence: What's the best way to find a comment I left on a call?

ContentNinja — Thu, 24 Aug 2023 06:20:39 GMT

Hey @drewspi,

In the Calls View, you can use advanced filters for "Created by User ID" or "Activity created by" if you know who from your team made that call.

In case you remember a few keywords from the Notes you added to that call, you can use the "Call notes contains exactly" filter.

Let me know if this helps. If you still struggle with it, kindly let me know what all info you have about that call & and the comment.

Regards,

Tushar