Adding notes to tickets

Adding notes to tickets lets you provide context for conversations and share information with other agents. It's super easy to create a new note, and only other agents can see them.

Follow these steps to add a note to a ticket:

If you have multiple properties, check to make sure you're viewing the correct one. Hover over the current property name in the upper-left menu to select a new property from the list.

Next, select the Inbox icon in the upper tab menu and select a ticket.

From the ticket view, Click the Details tab, then select the Note icon.

Click the Click to add note button and enter your note.

Once you’re finished adding your note, click the Save button.

If you have other questions, don’t hesitate to reach out to our support team or schedule a call.