Reading interaction notes and comments

Find and read your personal notes and public comments on an interaction

Getting started: If you’re not already viewing an interaction, first click the interaction in Search & browse or from one of your Reports.


Read interaction notes and comments:

Option 1: Hover over the blue circles at the bottom of the interaction's timeline. The note or comment appears in a pop-up bubble.
CallTimeline-reading-note.png

Tip: If you own the note or comment, you can edit or delete it through the More actions ( ••• ) button.

CallTimeline-edit-note.png

Tip: If you want to reply to a public comment, click the Reply link. The app will automatically scroll down to the comment in the interaction's transcript. Then type your reply to the comment (see second image below).

CallTimeline-reply-comment-link.png
CallTimeline-reply-comment-field.png


Option 2: Click on the My notes or Comments tab in the interaction's text transcript area. The notes or comments will appear in the left column.


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