Call Note

[aidanvaughan]

It would be great if a call note made against a contact also showed in the activity feed of the company that the contact is associated with.

Currently, notes are only displayed against the contact.

[hroberts]

Hi @aidanvaughan! It sounds like your call notes might not be associated to the Company record when they're created. If you associate them they should show on the Company timeline:https://knowledge.hubspot.com/articles/kcs_article/contacts/associate-activities-with-records. If you're not seeing this behavior, please reach out to our support team!

[aidanvaughan]

Hello,

Thanks for your reply.

When calling someone through the app it prompts you to leave a note after the call.  It doesn't allow you to view/edit the associations to the note.  As a result, you cannot select the company and notes are only left against the contact.

I understand when creating a note from scratch you can edit the associations, but not when prompted after the call.

If you could please confirm if I'm missing something that would be appreciated.

Thanks.

[hroberts]

Ah it sounds like you're referring specifically to using the mobile app, is that correct? Apologies for any confusion! If that is indeed the case, we're tracking that over inhttps://community.hubspot.com/t5/HubSpot-Ideas/Add-associations-while-logging-call-from-the-mobile-a.... Feel free upvote to be notified about that idea.