Notes
Notes are helpful in specific customer engagement because they allow businesses to store and retrieve relevant information about their customers, such as their preferences, purchase history, feedback, or issues.
Add notes for internal communication.
Notes are visible only to agents and not to customers.
It can be used as supplemental information or explanation or to keep track of important details for future reference.
Add Notes
In the right-hand corner of the shared team inbox, there is a Customer Panel where you will find the Notes option.
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Now click on the Notes option. You can Add or Edit notes from here.
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To add a note, write it in the Add Note block and click on Add.
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Once added you can see the it below. To Edit the note, click the Edit Icon next to it.
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To Delete the note, click the Delete Icon.
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