Notes

On the left you will find the Notes which are made from via channels, in situations such as:

• Telephony (outside of office hours/no one available/closed)

• Chatwidget (outside office hours/closed)

• Whatsapp (outside of office hours/no one available/closed)

Notes will give Operators the opportunity to handle notes such as callback requests, additional information, etc, accordingly.

Identifier	Details
To Do	New note that hasn't been handled yet
Done	Note that has been handled accordingly
Assigned To	Assigning a note to a specific user
Mark as done	Marking the note as done
Unmark as done	Unmarking the note as done
Delete	Deleting a note
Open conversation	Re-engage the conversation
Export	Create an export of all notes inside of an environment

Please remember that notifications for notes only occur during an assignment or unassignment.

Hide columns

To provide a bit more clarity when working with Notes, there is an option to toggle which columns to display. This way certain columns can be omitted to make room for other columns. The columns to show and hide can be toggled in the Columns drop down in the upper right corner: