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What does the notes filed on customer details do?

Oliver Moore March 17, 2025

Hi,

We are using customer details and it's looking quite useful. I can't find anything to document what "notes" does though - does anyone know?

Is it just for when you look at the customer detail, and not surfaced up to the issue view?

 

Thanks!

Screenshot 2025-03-17 162757.png

1 answer

0 votes
Tomislav Tobijas
Community Champion
April 4, 2025

Hi @Oliver Moore ,

Yeah - these are not surfaced in the issue view. From the issue view, agents could navigate and see those notes if they click on the customer name/link inside the customer details panel:

2025-04-04_12-06-55.png

Cheers,
Tobi

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