Logging a call, what happens when two Clients share a name, and dictating from the Dashboard or from inside the record.
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The job nobody schedules. You come off a call, and the Note needs writing before you forget it. Log a call with Client Sarah Noodle.
Now watch what happens when it cannot be sure. Two Clients found. Business Noodle. Sarah Noodle. It asks. It does not pick one and hope, and it does not quietly write your Note onto the wrong file.
Arrow down and press Enter. Or just say the second one.
And there is the Note, on Sarah’s record. Task Type, Note. Dated today. And underneath, what you actually said. Three tabs on it. Original is your words, exactly as you said them. Formatted tidies them up. To-Do List pulls out the things you promised to do.
AI: Create Format and To-Do is the button that does that, whenever you want it. And see Dictate slash Record, sitting right there on the record. So you can talk to the assistant from your Dashboard, or talk straight into the Note from inside the file. Whichever screen you are already on.
Either way it is still sitting in front of you, unsaved, until you say it is right. It prepares. You approve. Always.
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