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Goliath Data

Records

Records collects what came through your conversations: photos and documents sent by text or email, files attached to contacts, and call recordings and voicemails. Nothing needs to be added by hand; it fills in on its own. Open Library → Records.

Library’s Records section on the Calls tab, with the All, Photos, Documents, Calls and Voicemails tabs.

Find a record

Section titled “Find a record”
  • The tabs show All, Photos, Documents, Calls or Voicemails.
  • Filter narrows the list, for example to what came From them, what was uploaded by hand, This week, or records On my deals, or to one contact or teammate.
  • The List and Grid buttons change the layout. Each record shows the contact it belongs to and when it arrived.

Open a record

Section titled “Open a record”

Select a record to open it. A photo or document opens in a preview. A call or voicemail opens with its recording, and its Summary and Transcript when there is one. From a record you can:

  • Download a photo or document. A call is played or saved from its own page.
  • Copy to My files, for a photo or document, to keep a copy in Files.
  • Open contact or Open conversation to see where it came from.
Section titled “Related guides”