1. Help Center
  2. General Business Users
  3. Staying organized with case and customer info

Create or Delete Case Notes

Case notes are a great tool that extends your ability to keep the track of the customer's case. You or your colleagues can easily create, read, and edit notes with additional information about this specific case or request. You can easily check the date when the notes were created, the person who created them, and contact this person for more details if needed.

Add Case notes 

To create Case notes right through the Chat's main dashboard:

  1. Go to your Chat Page
  2. Open the chat with a case you need to write about
  3. Click Case notes icon in the top right corner of the chat's main dashboard. The Case notes window will appear on the right
  4. Type the notes with information you want to save in the Creating notes section (on the bottom of the Case notes window)
  5. Click Add case notes (the button on the right in the Creating notes section)

Your new notes will appear in the Case notes window above the Creating notes section.

You can also add case notes from the Chat information navigation bar.

Once the case is closed, the notes are archived with it.

Delete Case notes

If you don't need the Case notes anymore, you can delete them. To delete Case notes right through the Chat's main dashboard:

  1. Go to your Chat Page
  2. Open the chat with case notes you want to delete
  3. Click the Case notes icon in the top right corner of the chat's main dashboard. The Case notes sidebar menu will appear
  4. Find notes you want to delete and click a three dots icon above. A drop-down menu will appear
  5. Click Delete. The notes will be removed from the Case notes window