DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
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Frequently asked questions
FAQ-068How do I save notes and tasks related to a call?Appointments, calls and agreements · Agency and team
Open the call record. Save internal notes in their section; for a commitment that needs follow-up, create a task or link an existing one. Set the assignee, date, and details, and check whether the task should be shared or internal before saving. Linked tasks may support comments and files depending on your permissions.
Do not put a commitment only in a note if you need to track it, and do not include passwords or other secrets in shared notes or tasks.
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