It's possible to add pop-up notes against customers or contact records in Halo.
This means that whenever a ticket associated to that customer/contact is loaded, the pop-up note shows to all agents.
To set-up a pop-up note, navigate to the following settings:
Customers:
Customers > *select customer* > settings > pop-up notes.
Contacts:
Contacts > *select contact* > preferences > pop-up notes.
Press edit then add:
Then, you can add the pop-up note here:
The checkboxes can be ticked on/off as preferred.
If modal screen is ticked, the pop-up will look like this:
If this is not ticked, the pop-up will look as followed:
The standard pop-up notes are time and date stamped, so you can see when the note was created.
Multiple notes can be added against a customer and/or contact and they will show vertically to each other.
