UVdesk- Notes on Customer

Updated 1 February 2022

Facebook Linkedin

UVdesk Notes on Customer

Reporting delivering item refreshes, forthcoming deals, or impending occasions, advancing the most recent pattern and another designated Notes on the client is an extraordinary way to deal with kick your business to a higher level.

Introduction- UVdesk Notes on Customer

Notes on customers in UVdesk can contain common information about customers which will be visible on all Tickets of that Customer to all Agents.

This App can help you in providing Smart Support to the customer. It is an effective way to keep customers’ information instead of asking customer same information for every Ticket.

Note – Are you looking UVdesk notes on the customer app in the community version? Refer to this link for more details.

Process of Installing the Notes on Customer given below :

  1. Login to your UVdesk Support Panel.
  2. On the Dashboard, you will see “APP CENTRE” menu and under it, you will find “Notes on Customer”.
  3. You will see 3 tabs- Overview, Documentation & Configure.
  4. In the “Overview” section, you will see Install button.
  5. Click on that button and Notes on Customer will get installed.

After Install this App, Then Agent(s) can View “Notes on Customer” Icon on Ticket view page.

Agent(s) can View, Add Notes about Customer from that tab.

Here agent can view the customer notes section, all the records is showing as in given below image :

Here the text editor feature is also available from where agent can edit the notes as per their requirement.

Text editor is as shown in given below image i.e. Bold, Italic, adding attachment, linking. An agent can take use of the same as per their own convenient.

In the case of any doubt, you can email us at support@uvdesk.com and we will surely come up with a solution.

. . .

Leave a Comment

Your email address will not be published. Required fields are marked*

Be the first to comment.