> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://myoperator.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# What are “Notes” in MyOperator and how do I add them to call logs?

## Quick answer

* Notes are internal comments you attach to a call log (e.g., follow-ups, customer preferences).
* Open the call in Call Logs → Notes tab → type your comment → Save.
* Notes are time-stamped, visible to teammates, and included in CSV/Excel exports.

## When should I use this guide?

Use it whenever you need to capture context for a call—before handing off to another agent, logging a promised callback, or marking a call for QA review.

---

## 1. Prerequisites

| Requirement | Needed for |
| --- | --- |
| Role with Logs → View and Notes → Add | See & create notes |
| Interface | MyOperator Web Panel (desktop recommended) |
| Recording enabled? | Not required—notes work on any call |

---

## 2. What you can do with Notes

| Task | Who can do it | Where it appears |
| --- | --- | --- |
| Add multiple notes to one call | Any user with the Add right | Notes timeline |
| View teammates’ notes | Anyone with Logs → View | Call Details + Exports |
| Edit / Delete notes | Role-based (if granted by Admin) | Notes timeline |
| Bulk export notes | Admin / Manager | Reports → Export → Notes |

---

## 3. Step-by-step: add a note

1. Log in to MyOperator Web Panel.

![MyOperator panel](https://content.api.getguru.com/files/view/f0cc5ae8-0c3c-403f-966c-1c99f9a06b49)

1. Click Logs in the sidebar and open the desired call.

![Open the desired call](https://content.api.getguru.com/files/view/7564ef88-ce5d-44d6-a047-53c118398ca8)
![Open the desired call](https://content.api.getguru.com/files/view/b44bb296-74b3-402f-b93f-24ad0f3ddd68)

1. Click the Notes tab (📝).

![Click the Notes tab](https://content.api.getguru.com/files/view/5e380964-64df-476b-b343-e00d4569f909)

1. Type your comment—e.g., "Promised callback 24 Aug 4 PM IST".

1. Press Enter or click Save.

![Type comment and click Save](https://content.api.getguru.com/files/view/f7ce6371-2389-4dab-a735-36fefe0cb4f1)

---

## 4. Export notes in bulk

1. Sidebar → Reports → Export.

![Sidebar → Reports → Export](https://content.api.getguru.com/files/view/a06c5288-c46b-40d7-9b07-fd26660a105e)

1. Select Notes in the left submenu.

![Select Notes](https://content.api.getguru.com/files/view/5911e3b7-4334-4d16-8bb6-d25a65033b85)

1. Pick Date range + optional filters (user, customer number).

![Select the filters](https://content.api.getguru.com/files/view/8c9654d0-22b5-4e37-959e-bc4d6128fa52)

1. Click Export → CSV/Excel arrives by email.

![Click "Export"](https://content.api.getguru.com/files/view/77c058d6-6946-4256-a89d-77803f7a801f)

---

## 5. Success checklist

* Note shows in the call’s Notes timeline with your name & timestamp.
* Export file contains the same note under `note_text`.

---

## 6. Edge cases & limits

* Notes are internal—customers never see them.
* Very long notes (> 1,000 chars) are truncated in on-screen view but fully stored/exported.
* Mobile app: view-only; cannot add notes yet.

---

## 7. When you can’t edit a note?

1. Your role lacks Notes → Edit/Delete permission.
1. Note is older than the workspace’s edit window (if admin-limited).
1. Browser cached old state—hard refresh with Ctrl + Shift + R.

---

## 8. Troubleshooting & escalation

| Issue | Quick fix | Escalate to |
| --- | --- | --- |
| Notes tab missing | Ask Admin for Notes → Add permission | Workspace Admin |
| Note didn’t save | Check the internet; re-enter & click Save | — |
| Notes are absent in the export | Ensure you ran Export → Notes & correct date range | — |
| Need bulk edit/delete | Not supported; contact Support | Support (include call UID) |

Keywords: add note to call, call log notes, export notes, MyOperator