This allows for a better flow of internal information between you and your colleagues. Notes can be especially useful when you are transferring the ticket to another agent, and you need to quickly summarize your progress. You can also use them to leave a note ahead when you are postponing a ticket for a later time.
We can divide notes into 3 "sections"
- note in a ticket/conversation - most used note visible in tickets flow. Keep in mind that this note cannot be changed or deleted in a ticket once it has been added!
- customer-related note - this note is visible on the right panel of an opened ticket under customer's details. This note is visible on all customer's tickets.
- ticket-related note - this note is also visible on the right panel of an opened ticket but under the ticket's details. It is visible only on this particular ticket.