Adding and Editing Employee Notes Follow
Add notes to employees to keep track of conversations and other things you want to reference. You can add multiple notes to each employee. The number of notes associated with a specific employee is notated as a number next to the Note icon in the "Note" column of your employee list.
To add a new note:
Navigate to the 'Employees' tab of the agent dashboard and click the Note icon next to the employee you want to maintenance
Click the "New" button to add a new note, the trash icon to delete a note, or click on any existing notes to edit.
Employees can each have an unlimited number of notes. Click the "Note" column header to sort by number of notes associated with an employee.