Adding notes to tickets

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

Follow these steps to add a note to a ticket:

First, if you have multiple properties, check to make sure you're currently viewing the correct one by hovering over the hamburger icon at the top of the Dashboard.

Next, select Messaging (mail icon) in the left tab menu and select a ticket.

From the ticket view, select Note at the bottom of the screen to switch to a new text box.

Enter your new note. Then, click Add Note to save it to the ticket.

You can change the status of the ticket and add a note at the same time by clicking the blue arrow next to Add Note and selecting one of the options.

Once you've added your note, it will appear in blue text.

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