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Calls

Document incoming and outgoing phone conversations with your network

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Overview

Calls are an essential component of the activity timeline in Nexus Search. They allow you to log incoming and outgoing phone or mobile conversations with contacts, candidates, and referred recruiters. Calls can be associated with various records and help you maintain a complete communication history.

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Logging a Call

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Quick Start

To log a new call:
1

Open Record

Click on the relevant record (Account, Contact, Candidate, Application, etc.)
2

Open Activities Tab

Navigate to the “Activities/History” tab
3

Create Call

Click the “Call” button
4

Enter Call Details

Fill in the required and optional fields
5

Save Call

Click “Create Call” to save the call

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Linked Records

When you create a call on an existing record, it is automatically linked to the new activity. However, you can connect additional records to this call through linked records.When records are linked to a call, the call will also appear in the activity timelines of those linked records.

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Required and Optional Fields

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Call Direction (Required)

You must select the call direction:
  • Inbound - Calls you received
  • Outbound - Calls you made

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Phone Number (Optional)

Enter the phone number from which you were called or which you called.

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Call Outcome (Optional)

Select the outcome of the call from the following options:
  • No Answer - The call was not answered
  • Busy - The line was busy
  • Voicemail - The call went to voicemail
  • Failed - The call could not be established
  • Completed - The call was successfully completed

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Duration (Optional)

Log the duration of the call in minutes.

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Recording URL (Optional)

If you use a phone integration that provides call transcripts, for example, you can add a link to the call transcript in the Recording URL field.

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Call Notes (Important)

The Call Notes field is particularly important. Here you can capture your thoughts, conversation topics, and everything relevant to this call.

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Speech-to-Text Feature

Use the Speech-to-Text feature to quickly and easily insert your thoughts into the call notes field via voice input. Your spoken words are transcribed and inserted directly into the field.Check out the Speech-to-Text Feature documentation for more details.

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Editing a Call

To edit a call after creation:
1

Open Record Details

Open the relevant record (e.g., Account, Contact, Application, or Candidate)
2

Find Call in Activity Timeline

Search for the corresponding call activity in the activity timeline
3

Open Edit Mode

Click the Edit icon on the right side of the activity, or click the three-dot menu and select “Edit Activity”
4

Modify Details

The call details will open. Make your desired changes.
5

Save Changes

Click “Save Changes” to complete the edit

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Deleting a Call

Deleting a call permanently removes the activity from all linked records. This action cannot be undone.
To delete a call:
1

Find Call in Activity Timeline

Search for the call to be deleted in the activity timeline
2

Open Three-Dot Menu

Click the three dots on the right side in the activity timeline
3

Select Delete

Select the red “Delete Activity” button
4

Confirm Deletion

  • Confirm the warning by clicking “Delete Activity”
  • Or click “Cancel” if you don’t want to delete the activity

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Data Management Agent (DMAA)

Important: Call notes and additional information are made available to the Data Management Agent (DMAA).The DMAA analyzes the call content to determine whether a candidate, contact, or application record should be updated based on the information from the call.
Suggested updates can be found in the Agent Inbox on the left side of the navigation. For more information about the Data Management Agent, see the DMAA documentation.

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Key Features

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Communication History

Maintain a complete history of all phone communications:
  • Incoming and outgoing calls
  • Call outcomes and duration
  • Detailed conversation notes
  • Timestamp for each call

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Multi-Record Linking

  • Link calls to multiple records simultaneously
  • View calls in the activity timelines of all linked records
  • Maintain context across different entities

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Phone Integrations

  • Link external call transcripts
  • Integrate recordings
  • Connect telephony systems via recording URLs

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AI-Powered Data Management

  • Automatic analysis of call notes by DMAA
  • Intelligent suggestions for record updates
  • Extraction of relevant information from conversation content

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Best Practices

Use the speech-to-text feature immediately after the call to capture your thoughts fresh and in detail while the conversation content is still present.
Always log the call outcome. This helps with follow-up and provides context for future interactions.
Regularly check the Agent Inbox for DMAA suggestions to keep your records up to date based on call information.
Log call duration to track the time you invest in communication with contacts, candidates, and accounts.
  • Notes - Learn more about the Speech-to-Text feature and DMAA
  • Meetings - Log in-person meetings
  • Emails - Manage email communications
  • Activity Timeline - Overview of all activities