Create an Internal Note

  1. On the Converse Desk, select a filter to view conversation lists. The list appears.
  2. Click a conversation to view it in the Reply panel.
  3. Click Internal Note located above the message area. The Internal Note area appears.

  5. Enter the message you wish to add as a note.
  6. Click Add Note. The message appears within the reply panel as shown.

Was This Article Helpful?