Ticket notes

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Add ticket notes to your tickets to share information and improve your team’s efficiency and the overall customer experience. Similarly to tags, products or areas, they can help you gather and share valuable information to help your team handle a ticket. Furthermore, ticket notes are a version of contact notes you can add to your contact directly from your Live. Learn more about them below!

How can I add a ticket note?

To add a note to your ticket, follow these simple steps:

Step 1. Go to Tickets, select the one you would like to edit,  and then click on the Add note icon in the upper right-hand corner.

Step 2. This will open a new box, where you can enter your note and decide if it will be publicly visible. Fill in the required field and select “Submit” to create a new ticket note. 

Finally, your new note will be visible when you scroll down to the bottom of the screen, as seen in the video below.

Video 1. How you can add a new ticket note in Paldesk 

And that’s how you can add new ticket notes in your Paldesk dashboard! As you can see, they can be very useful if a ticket is reassigned at any point since they can help other agents handle the interaction more efficiently.

As always, if you come across any issues, reach out to us via live chat at paldesk.com or email us at support@paldesk.com. We’ll be more than happy to help you set things up!

Ticket notes was last modified: April 15th, 2021 by Marija Šakić
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