# Contacts, notes and tasks after a call Find the caller's contact page, add a note and create the follow-up task. - Role: Everyone - Duration: 2 min - On: Web, Mac - Learning Centre: https://callizy.ca/en/apprendre/contacts-notes-taches - Agent path · Lesson 5 - Open this screen in Callizy: https://app.callizy.ca/en/dashboard?view=conversations ## This lesson’s video [Contacts, notes and tasks after a call](https://media.callizy.ca/apprendre/apprendre-agent-5.mp4) · 1:22 Video in French with English subtitles. The English version is coming. - 0:00 What you need - 0:18 Find the contact page - 0:25 Complete the contact page - 0:34 Add a note - 0:45 Create the follow-up task - 0:59 Everything in the conversation ## Before you start - An answered call: the caller’s contact page is created on its own. ## Step by step 7 steps, about 2 min. Screenshots show Callizy in French. Button names are given in English. ### 1. Find the contact (10 s) In the menu, click **Contacts**, then type their name in the search. ![The Callizy “Contacts” page: a first name typed in the search leaves a single contact in the list, next to the “Tags”, “Status” and “Source” filters.](https://callizy.ca/images/apprendre/guides/contacts-notes-taches-1.webp) ### 2. Open their contact page (10 s) Click their row: their contact page opens on the right, with their name already filled in, and three tabs: **Info**, **Tasks** and **Notes**. ![A contact’s card open in Callizy: the "Call" and "Conversation" buttons, the "Info", "Tasks" and "Notes" tabs, then the "Contact Details".](https://callizy.ca/images/apprendre/guides/contacts-notes-taches-2.webp) ### 3. Complete the contact page (1 min) In **Tags**, add one, for example Kitchen, then Enter: it lets you filter your contacts. Choose their **Status**: Prospect, Lead, Client or Inactive. ![The “Contact Details” panel of a contact card: first name, last name, phone and tag filled in, other fields empty, and the outlined “Status” menu set to “Lead”.](https://callizy.ca/images/apprendre/guides/contacts-notes-taches-3.webp) ### 4. Add a note (30 s) **Notes** tab: write what you want to remember from the call, then Enter. The note keeps your name and the time, and the whole team can read it. During a call, the **Quick notes** field writes to the same place. ![A contact’s record, “Notes” tab: the “Type your note...” field at the top, then a note already saved by a team member, with its date.](https://callizy.ca/images/apprendre/guides/contacts-notes-taches-4.webp) ### 5. Create the follow-up task (20 s) **Tasks** tab: type it in **New task**, for example “Send the quote”, then Enter. The number next to Tasks counts what is left to do. ![The "Tasks (1)" tab on a contact’s card: the "New task..." field and, below it, a task to do, "Send the quote", not yet checked off.](https://callizy.ca/images/apprendre/guides/contacts-notes-taches-5.webp) ### 6. Review everything in the conversation (10 s) Click **Conversation**: the client’s thread opens in the Inbox, with the call and then your note, titled “Internal note”. Their contact page stays on the right. ![A contact’s conversation: two “Incoming call” entries, each with “Generate AI Summary” and “Details”, then an “Internal note” about the customer’s project.](https://callizy.ca/images/apprendre/guides/contacts-notes-taches-6.webp) ### 7. Check off the task once done (5 s) Once the follow-up is done, in the **Tasks** tab, check off the task. ![A contact’s record with the “Tasks (1)” tab: under “New task...”, the circle in front of the task “Send the quote” is clicked to check it off.](https://callizy.ca/images/apprendre/guides/contacts-notes-taches-7.webp) ## Key points - After an answered call, the contact page already exists: you only need to complete it. - Notes are read by the whole team, with your name and the time. - The number next to Tasks counts what is left to do. ## Not working? ### Callizy shows “No contact matches” 1. Search by number rather than by name. 2. Click **Clear filters**. 3. The contact may be archived: **Archived** filter. ### The note does not appear in the conversation 1. Reopen the conversation: the note shows there, titled “Internal note”. ### Callizy shows “Could not add the note” 1. Check your Internet connection, then press Enter again. ### Callizy shows “This number isn’t valid” 1. Check the second number: 10 digits for Canada and the United States. ## Frequently asked questions ### What are tags for? To filter your contacts, in the **Contacts** list. ### Can I import my contacts? Yes: see [Import your contacts](https://callizy.ca/en/apprendre/importer-contacts). ### Do quick notes taken during the call go to the same place? Yes: in the Notes tab of the client’s contact page. ## Video transcript Contacts, notes and tasks. After every call. Here's the result: Daniel Côté's contact page, filled in. A note on what he wants, and the follow-up task, so nothing gets forgotten. All you need is an answered call: the caller's contact page creates itself. In the menu, “Contacts”. Type his name in the search: Daniel. Click his row: his contact page opens on the right. His name is already there. Fill in the rest. A tag: “Cuisine”, Enter. It lets you filter your contacts. And his status: “Lead”. “Notes” tab. Write what you remember from the call. Enter. The note keeps your name and the time, and the whole team can read it. During a call, the “Quick notes” field writes to the same place. “Tasks” tab. “New task...”: send the quote. Enter. The number next to Tasks counts what's left to do. Remember one rule. After an answered call, the contact page already exists. All you have to do is fill it in. To see everything: “Conversation”. Daniel's thread opens in the inbox: the call, then your note. And his contact page stays on the right. One last step, once the quote is sent: “Tasks” tab, and check it off. The path is complete. Every customer has a thread, a contact page and a follow-up. Callizy, the phone that answers when you can't. Updated October 26, 2026.