How to: Use Chat Notes
Chat Notes allow you to add quick internal note to a chat message. Notes can be viewed by all staff who can see the chat message. They can be used for things like noting a phone call, special circumstances, or steps that need to be taken. To learn more about using Chat Notes, please follow the steps below.
Enable Chat Notes
Before using Chat Notes in a chat message, Chat Notes must be enabled.
- Click Settings
in the top menu bar.
- Choose Chat
as your Setting type.
- Check the box for Set Chat Notes.
- The Internal notes chat option will now be available.
Add an Internal Note to a Chat Message
- Click Chats
in the top menu bar.
- Open the chat that you want to add an Internal Chat note.
- Choose Internal Notes, this is located right above the chat box.
- Type your note in the note box.
- Choose Save
and the note will be added to the chat message.
- Chat Notes can also be viewed from Chat screen the Contact Fields on the right side.
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