Steps to record and track conversations and notes with customers
1. Go to the Customers Module.
![Click on basic:icon-ico-customers](https://images.tango.us/workflows/1e43a08c-82fb-49a7-9e95-e7926740f8e1/steps/80d78eed-4b85-47c8-89a4-f2a41924c64b/d82db622-2d57-42c9-8ac8-cbdaaa426c46.png?mark-x=621&mark-y=852&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00OCZoPTQ4JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on John Stanly…](https://images.tango.us/workflows/1e43a08c-82fb-49a7-9e95-e7926740f8e1/steps/8a2def7b-3811-43c3-a278-af94b8b91237/0bb9af6c-fce9-453a-8db3-4be3bc7f5a62.png?mark-x=296&mark-y=468&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODkmaD0xMzUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Notes](https://images.tango.us/workflows/1e43a08c-82fb-49a7-9e95-e7926740f8e1/steps/3f828b7e-8aeb-484e-8fca-b1f58f54a449/70e89a1a-83de-4da5-84d6-e74190178d9b.png?mark-x=5&mark-y=285&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
5. The "Notes" feature encompasses various types of records like messages, ideas, meeting notes, calendar invites, reminders, attachments, and questions. You have the option to choose any of these types and create a message accordingly.
![Click on Message…](https://images.tango.us/workflows/1e43a08c-82fb-49a7-9e95-e7926740f8e1/steps/65f7bde0-8772-4d66-a57c-347883a176af/ae538088-c07e-448b-ab89-b7b52c8de8e8.png?mark-x=222&mark-y=428&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMjIxJmg9NjMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
6. Insert the content of the note in this rich text editor.
![Click on Follow-up meeting with John on 28 Dec at 11:00 am EST](https://images.tango.us/workflows/1e43a08c-82fb-49a7-9e95-e7926740f8e1/steps/886461ec-aff2-4d7c-8161-0c108b97a8f3/f911d053-284c-4a03-8add-bb110af554dc.png?mark-x=222&mark-y=537&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMjIxJmg9MjM0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
7. Various editing fields are available, allowing you to tailor the message as needed.
![Click on Follow-up meeting with John on 28 Dec at 11:00 am EST](https://images.tango.us/workflows/1e43a08c-82fb-49a7-9e95-e7926740f8e1/steps/61175832-0a77-4a04-8be1-0a18451ebeb3/301ea2fa-ae91-4144-801d-3871a14b2ddc.png?mark-x=222&mark-y=587&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMjIxJmg9NjUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Share](https://images.tango.us/workflows/1e43a08c-82fb-49a7-9e95-e7926740f8e1/steps/369515a8-9560-4914-afaa-10430db41ac9/f90d8e66-aadd-49a7-879f-88be4c6876bf.png?mark-x=1334&mark-y=768&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
9. You can review both current and past recorded conversations from here. On the left, you will see a timelapse and you can view messages belonging to that timeframe.
![Click on John Stanly…](https://images.tango.us/workflows/1e43a08c-82fb-49a7-9e95-e7926740f8e1/steps/b23cce6d-13c4-4f86-83bf-4be5f7e180ef/d4e14840-061f-40e9-9ff8-e6968c69fece.png?mark-x=204&mark-y=68&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMjU3Jmg9ODUxJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
10. For every conversation, you can track which resource has created and updated the post.
![Click on Created Dec 27, 2023 by…](https://images.tango.us/workflows/75aaa3f8-b153-4659-b928-7c4ae31dc2c6/steps/0b69fa27-ee7f-49da-ad24-d47ddf378768/cd3081eb-b60c-4575-9dbb-e802a8fef702.png?mark-x=506&mark-y=710&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04ODUmaD03MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
11. Click on 'Reply'.
![Click on Reply](https://images.tango.us/workflows/75aaa3f8-b153-4659-b928-7c4ae31dc2c6/steps/c6ff3f0e-8fee-4e9e-ad6e-3243041fe891/c3ff6ce0-8a72-4958-ad7d-cdf9833ec9f3.png?mark-x=1200&mark-y=757&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03MCZoPTI2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
12. After clicking on 'Add Reply' you will encounter a description box. Enter the desired reply and then click on 'Reply'.
![Click on Will schedule the meeting …](https://images.tango.us/workflows/75aaa3f8-b153-4659-b928-7c4ae31dc2c6/steps/b3896c66-5f1a-431b-8d61-5df7180cbd04/4703a7cb-b8d8-48a3-a935-13e61463c76e.png?mark-x=523&mark-y=363&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04NjkmaD00MTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
13. After adding the reply, click on 'Comment' to view the reply.
![Click on 1 Comment](https://images.tango.us/workflows/75aaa3f8-b153-4659-b928-7c4ae31dc2c6/steps/1bca82bd-02d3-4093-8d7e-181a79397798/9b3c3269-44db-47dd-a66a-1dbd30c3f293.png?mark-x=1287&mark-y=486&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDUmaD0yNiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Will schedule the meeting](https://images.tango.us/workflows/75aaa3f8-b153-4659-b928-7c4ae31dc2c6/steps/e0fc104d-20e6-4488-b9cc-ed0660da95a2/cac905a6-1b69-4bcb-bfce-200c5ca8b6ed.png?mark-x=523&mark-y=525&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04NjkmaD01MiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Open demo menu](https://images.tango.us/workflows/75aaa3f8-b153-4659-b928-7c4ae31dc2c6/steps/1d5d84d5-3656-49d4-a5b2-81bcdd8f11c0/acbae87f-1c49-4664-bf11-9e8ecf7c4588.png?mark-x=1349&mark-y=366&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNyZoPTM2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Edit…](https://images.tango.us/workflows/75aaa3f8-b153-4659-b928-7c4ae31dc2c6/steps/3682f952-712a-424c-b68d-be0a539ab37b/1c48fa34-7a7e-4f0d-8db1-e8e5b12559e6.png?mark-x=1278&mark-y=394&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDQmaD0xNzImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)