As a support agent, it is important to keep track of all communication and updates related to a ticket. One way to do this is by creating notes within your help desk. Follow the steps below to learn how to create notes for the ticket you are handling.
Step 1: Navigate to Your Help Desk
The first step for creating a private note is to navigate to your Help Desk. This can be done by logging into your account and accessing the Help Desk section.
Step 2: Click on "Notes" under the "Details" Tab
Once you have opened the ticket, find and click on "Notes" under the "Details" tab. This will open a section where you can add and view all notes related to the ticket.
Step 3: Simply Add Your Note and Press "Enter"
To add a new note, simply click on the "Add Note" button and type in your note in the provided text box. Once you are done, press the "Enter" key on your keyboard to save the note. Your note will now be visible in the "Notes" section.
That's it! You have successfully created a note for the ticket you are handling. You can continue to add notes as needed and they will all be saved in the "Notes" section for easy reference.