Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Scroll export button
scopecurrent
template-id0fa09813-8b86-460a-aa1d-ef450a80e9ce
quick-starttrue
add-onScroll PDF Exporter

...

In case Salesforce Auto Logging integration is enabled (for more information, check the documentation: x-bees Admin Guide), the summary and transcription of meetings and calls are automatically added to Salesforce:

...

3. On the Details tab -> Task Information -> Comments section you can find the call summary and transcription:

...

Note

Note: The data that can be displayed in Comments is limited to 32 KB (around 32000 characters) according to Salesforce regulations. If the transcription exceeds this limit, the transcription is cut. You can view find the full text of the transcription in Related -> Files (see step 4 below). 


4. On the tab Related you can find the attached file with the complete transcription of the call/ conference:


Macrosuite divider macro
dividerTypetext
dividerWidth70
emoji{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
textColor#000000
dividerWeight2
labelPositionmiddle
textAlignmentcenter
iconColor#0052CC
fontSizemedium
textNot finding the help you need? Join the Facebook group to ask a question!
emojiEnabledfalse
dividerColor#DFE1E6
dividerIconbootstrap/CloudsFill

...