Note

[Modified: 8.5.146.06]

Tip

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:

• Voice Interaction
• E-Mail Interaction
• Chat Interaction
• Workitem Interaction
• History

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

Tip

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: 8.5.146.06]

Click the image if animation does not start.

Important

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:

• Workspace Windows and Views
• Basic Use-Case Summary

Related topics

• Functionality Overview
• Components, Features, and Controls

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