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Add a Note to a Ticket

1. Open the ticket that you want to update from the ticketing list by clicking on the ticket number. 

Note: Ticketing list is the list of all tickets in your queues and can be accessed by Ticket Mgmt -> My Tickets or by Searching for the ticket number in the search field. 

2. Scroll down to the Note section 

3. Add your Note 

4. Select your note type 

  • Public Notes - These notes are visible to everyone who can view the ticket. Agents can use this note to notify the end-user. 
  • Internal Notes - These notes are only visible to Agents. Internal notes can be used for internal communications when you don't want to notify the end-user. 
  • Chase Notes - These notes are only visible to Agents when a chase note is added, it sends an email to the Assigned Agent and the Supervisor of the Assigned Agent. This can be used when the end-user contacts the support team for an update or further assistance on an existing ticket but the agent (currently speaking with the end-user) is unable to to provide either. 
  • Resolution Notes - To resolve a ticket in a gif Agents can add a Resolution Note. When a Resolution Note is added it notifies the end-user, moves tickets to 'Resolved' state, and brings Agent to the ticket list screen. 

5. Click on: 

  • ‘Save & Notify Requester’ (when note type is Public) 
  • ‘Save’ (when note type is Internal) 
  • ‘Save & Escalate’ (when note type is Chase) 
  • 'Save & Mark Resolved’ (when note type is Resolution) 

6. Click Update when you are done making any changes

Download Document

Add a Note to a Ticket

1. Open the ticket that you want to update from the ticketing list by clicking on the ticket number. 

Note: Ticketing list is the list of all tickets in your queues and can be accessed by Ticket Mgmt -> My Tickets or by Searching for the ticket number in the search field. 

2. Scroll down to the Note section 

3. Add your Note 

4. Select your note type 

  • Public Notes - These notes are visible to everyone who can view the ticket. Agents can use this note to notify the end-user. 
  • Internal Notes - These notes are only visible to Agents. Internal notes can be used for internal communications when you don't want to notify the end-user. 
  • Chase Notes - These notes are only visible to Agents when a chase note is added, it sends an email to the Assigned Agent and the Supervisor of the Assigned Agent. This can be used when the end-user contacts the support team for an update or further assistance on an existing ticket but the agent (currently speaking with the end-user) is unable to to provide either. 
  • Resolution Notes - To resolve a ticket in a gif Agents can add a Resolution Note. When a Resolution Note is added it notifies the end-user, moves tickets to 'Resolved' state, and brings Agent to the ticket list screen. 

5. Click on: 

  • ‘Save & Notify Requester’ (when note type is Public) 
  • ‘Save’ (when note type is Internal) 
  • ‘Save & Escalate’ (when note type is Chase) 
  • 'Save & Mark Resolved’ (when note type is Resolution) 

6. Click Update when you are done making any changes

Download Document
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