# How to Use Customer Notes *** ## Check Out Our Video On Customer Notes 👇 {% embed url="" %} *** ## Create Note Navigate to the chat screen, select "Notes," * Navigate to the chat screen, select "Notes" * Input the note content * Click on the "**Add Note**" button.
* Note added successfuly, note includes the date and time when initially added; in case of later edits, the date and time of the modification will be displayed.
*** ## Edit Note * To edit a note, click on the three dots next to the note, and then choose the "Edit Note" option.

Select Edit Note

* An internal note pop-up dialog box will appear; make your edits in the content, and then click on "**Save Note**" to update the information.
*** ## Delete Note * To delete a note, click on the three dots next to the note, select the "Delete Note" option.
* A confirmation pop-up box will appear, click on the "**Delete**" button to confirm, and the note will be deleted.
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