Adding notes to tickets

The instructions below are for desktops and laptops only.

You can easily add notes to tickets to add context, reminders, or relevant details to support tickets. These notes are only visible to you and your team, but not to customers.

Follow these steps to add notes to tickets:

2. Select the correct property.

3. Click Inbox on the top menu.

4. In the left panel, click Tickets.

5. Open a ticket you want to add notes to.

6. In the Details panel on the right, click the note icon. Then, click + Click to add a note. 

7. Type your message and click Save.

8. Your note will appear in the Notes section. You can click the pencil icon to edit or the trash icon to delete it as needed.

• Team-only visibility
  Notes are private and visible only to agents.
  
  

• Keep everyone informed
  Add important updates, internal reminders, or handoff notes.
  
  

• Enhance collaboration
  It's easy to share quick insights like “Called customer, waiting for reply.”

To learn more about tickets, see our Help Center - Ticketing category.

If you have feedback about this article, or if you need more help:

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