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Are you looking for tutorials to help you learn how to use this feature? Check out the Related Resources section at the bottom of this article.

The Note view is a feature that enables you to enter comments about the current interaction or about a selected interaction in the History database. The comments are stored as a part of the history for the contact. The contents of the note can be viewed by any agent who views the contact's history.

Where can I find the notepad?


The Note is available as a tab in the following views:

Type notes in the Note text field. Click Save to save the notes as part of the interaction.


Minimizing and Restoring the Note view. If you need more space in the Interaction view you can minimize or restore the Disposition tab and Note tab area by clicking the chevron. [Added:]

Animated GIF demonstrating how to minimize and restore the Note panel in an interaction view

Click the image if animation does not start.

The Dispositions tab and the Note do not become available until the call is established.

Related Resources

The Workspace Desktop Edition User's Guide (English only) provides detailed lessons for using all the features of Workspace. You might find the following lessons useful:

Related topics

Top 10 pages

  1. Workspace Desktop Edition Help
  2. Main Window
  3. My Status
  4. Contact Directory
  5. Workbins
  6. Functionality Overview
  7. My Messages
  8. Login
  9. Voice Consultation
  10. Components, Features, and Controls
This page was last edited on November 23, 2022, at 06:31.
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