Call Notes & Linked Records

What are Call Notes and Linked Records?

Call notes are a running log on the call. Linked records attach reports, people and vehicles to the call, so everyone on it can see them.

Call notes

Call Notes

You can add notes to calls you're on, and supervisors can add them to any call.

1. Choose the Note Type

   Choose Text or Record.

2. Write the Note

   Type your note, or use the ⋯ menu to paste a copied record or look one up.

3. Send It

   Click send.

The CAD also adds notes automatically when units join or leave, change status or the call closes.

Linked Records

Records can be linked to a call, such as a report or a person you ran. Click the Linked Records icon next to the address to see them.

To link a record:

• Click Add to call in Run results.
• Or click Share on a record, then Send to Call.

Starting a Record from the Call

To start a new record filled in from the call, tick linked records, click Create New Record, then Fill From and pick a template. See Creating a Record.