Disciple.Tools User Documentation

Voice Messages

Record and attach voice messages to records in Disciple.Tools. Voice messages provide a convenient way to document interactions and leave audio notes.

Overview

Voice messages can be recorded directly in the “Comments and Activity” section of any record (contacts, groups, etc.). This functionality requires S3 storage to be enabled by your administrator.

Voice Message Features

Recording a Voice Message

Access the Recorder

  1. Navigate to any record’s detail page
  2. Locate the “Comments and Activity” section
  3. Click the microphone icon to the left of the “Submit comment” button

Voice Message Interface

Record Your Message

  1. Grant Permission: On first use, allow your browser to access your microphone
  2. Start Recording: Click “Start Recording”
    • Timer begins counting
    • Sound wave visualization shows audio is being captured
  3. Stop Recording: Click “Stop Recording” when finished
  4. Preview: Use the audio player to listen to your recording
  5. Save or Cancel:
    • Click “Save Recording” to upload and post
    • Click “Cancel” to discard the recording

Audio Format

Recordings use browser-supported formats:

The system automatically selects the best supported format for your browser.

Playback and Management

Viewing Voice Messages

Once saved, voice messages appear in the activity feed with:

Voice Message Playback

Anyone with access to the record can listen to the voice messages.

Deleting Voice Messages

To delete a voice message, delete the comment containing it:

  1. Locate the voice message in the activity feed
  2. Click the delete icon on the comment
  3. Confirm deletion

Deleting the comment permanently removes the voice message from storage.

Mobile Recording

Voice messages work on mobile devices with:

Security and Privacy

Best Practices

  1. Test Microphone: Verify microphone access before important recordings
  2. Quiet Environment: Record in quiet locations for better audio quality
  3. Keep It Brief: Shorter messages are easier to manage and review
  4. Review Before Saving: Use preview to ensure recording quality
  5. Privacy Awareness: Don’t record sensitive personal information