Adding User Notes in Tickets

User notes are internal notes that only agents can see in the Info Panel to the right of tickets. They're great for documenting important information about a customer.

To add user notes:

  1. Go to a ticket from the relevant customer.
  2. Click the User Note icon in the Info Panel to the right.
  1. Click the text field and enter your note.
  2. Press Enter on your keyboard.
  • Repeat the steps to add more user notes. 
  • It is not possible to delete a user note.