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Add a private note

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Some of your customer requests would require internal discussions with your colleagues. The private note feature in HappyFox helps you collaborate with your team members.

 

Here is the feature walkthrough

 

As the name indicates, the private notes are visible only to your support team and will remain hidden for your end user.

Alert ⚠️ : This article pertains to the Classic version of HappyFox. If you are in the new HappyFox Experience, click here to know how internal collaboration is achieved through private notes.

 

To add a private note to a ticket do the following:

 

1. Login to your account and navigate to the respective ticket page. Please click on the Subject line of the Ticket to open the Ticket detail page, on which a private note is to be added.

 

2. You can click on the Add Private note at the bottom.

 

 

3. You can select the Person you want to send the note to and enter the details. You can also add the Agent by using the shortcut - "@agent_name" within the Private note area.

You can choose whom to send the private note from the list of staff members or you can also choose to send the note to all staff members or subscribers.

 

 

 

2. Once you have typed the note and selected the Agent you can click on the "Add Private Note" at the bottom.