Create a brief record of points or ideas to support customer queries.
From the dashboard, head over to the left sidebar and select Notes.
Click, Create Notes. It will open the Create Note modal, in which, add your Note Title, select a customer/contact, then input text in the body.
Then, for Status, either select Draft or Completed. Once done, click Save.
The added note will appear in the notes library like the above. To edit a note, click the
Edit Icon button.
To delete it, click on the
Delete Icon Button. Then, select Confirm to finalize the delete.
Use the Search and its filter to locate a note quickly.
- Created By - to search a note based on a team member.
- Date Range - to search a note created Today, Yesterday, This Week, This Month, or Custom.
Click Download to save a copy of Notes to your local system in a zip file.