How to Use Customer Notes

Learn how to add, edit, and delete customer notes on DoubleTick. Efficiently manage notes on conversations, add customer data, key highlights, update details, and ensure seamless follow-ups.

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Check Out Our Video On Customer Notes 👇

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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.

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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.

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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.