How To: Leave a Note on a User

How To: Leave a Note on a User

How to Leave Notes in Engage







Introduction

There are two different kinds of notes you can leave in Engage: Conversation Notes and Author Notes. To learn more about the differences between the two, check out the article HERE.

How to Leave an Author Note

On a claimed conversation:
  1. With your selected conversation open, click the 'write note on author profile' field in your AUTHOR COLUMN,
  2. A yellow note section will pop up in your AUTHOR COLUMN. Type the note and click 'DONE' to save.
On a conversation not Assigned to your user (from OVERVIEW):
  1. Find the conversation you want to leave a note on. Right click and select 'VIEW'.
  2. Now the conversation is open in another browser tab in 'View Only Mode'. This means no edits can be made from this view.
  3. Click on the 'VIEW ONLY' label at the top of the conversation to switch into 'Managing Mode'. NOTE: This does not move the conversation into your Assigned Queue. This just allows you to make edits to the Author Profile and, depending on if you have additional permissions, allows you to set a protocol etc on the piece.
    1. Learn about how to claim a conversation from another user HERE.
  4. Click on the 'write note on author profile' field in your AUTHOR COLUMN. 
  5. A yellow note section will pop up in your AUTHOR COLUMN. Type the note and click 'DONE' to save.
  6. Click on the 'MANAGING' label at the top of the conversation to switch it back to 'View Only Mode'. You can now close your browser tab.

How to Leave a Conversation Note

  1. With your claimed conversation open, hover over the piece in the conversation you want to leave a note on. You'll notice a yellow note icon appears next to the piece.
  2. Click this yellow note icon and a space will appear at the bottom of the CONVERSATION LANE prompting you to leave a Conversation note.
  3. Type your note text and click the 'Create Note' Icon to save.
  4. Your Conversation note will appear beneath the piece it references in the CONVERSATION LANE.

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