Customer Notes
Use notes to keep track of conversations and set reminders for yourself about your customers.
Create Note
Use notes to track interactions in omniCustomers. Access customer and user lists, and associate note...
Edit Notes
To manage customer notes, go to omniCustomers > Customers, select View next to the desired customer,...
Using Notes with Notification and Scheduled Delay
Set up note notifications using workflow settings to track customer interactions. Navigate to the cu...
Sharing and Sending Notes To Users and Customers
Customer and user notes are private by default. To share a note, enable the "Send to customer" optio...
Updating Note Message Automatically
Automatically update customer notes when message content changes. Only notes with "Created" status w...
Using Notes to Manage Tasks
Use customer notes to manage time-bound tasks with reminders on a resource calendar. Configure workf...
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