Edit or delete a note

[Hanna_J]

Agents can edit or delete notes that have already been added to a conversation.

To edit an existing note:

1. Go to Conversations > Workspace and find the Conversation details extension.
2. Under the Notes heading, go to the note you wish to change, click the three dotson the left side and select Edit. The note text is now visible in the Notes field where you would normally add a new note.
3. Edit the text and press enter to save it.

To delete an existing note:

1. Go to Conversations > Workspace the Conversation details extension.
2. Under Notes heading, go to the note you wish to delete, click the three dotson the left side and select Delete. A pop up appears.
3. Confirm deletion by pressing DELETE button.