Add Note to a Response

Sometimes it might be important to keep additional information related to a Response.

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1. You can add Note to a Response by using Notes option in its tools area

2. In a pop-up window you write a text and attach files

3. It is important to select an appropriate audience:

  • Public – your note will be public to all users, including customers
  • Internal – your note will be internal and visible to all company users but not customers
  • Private – your note will be private and only visible to you

Audience options will depend on a User Role assigned to you by your Administrator.

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Colour coding

In the tools area we are displaying colours:

Blue – when there’s a note that you have seen

Orange – when there’s a new note