What are Customer Notes?
Customer Notes allow you to store important information about a customer directly on their profile. Notes are displayed in each conversation for easy reference and are only visible to staff members, not customers.
Add a Customer Note
To add a note, open a customer conversation or contact profile and select Add Note in the Customer Notes section.
To edit an existing note, hover over it and select Edit. Notes are sorted in chronological order with the most recent note appearing at the top.
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