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Add a note for a contact

AI-generated summary

Genesys Cloud enables adding notes for contacts to capture key details. From the Contacts tab in the External Contacts section of Directory, select the desired contact. Click Add Note to open a text field to type the note content. After entering the note, click Save to persist it with the contact record. Notes added for contacts are visible in the Interaction History associated with that contact.

PrerequisitesClick to expand

For information about the types of notes you can capture for organizations and contacts, see About external organizations, contacts, relationships, and notes. To see the notes that an agent enters during an interaction, view the Interaction History. For more information, see View the interaction history for an organization.

Click Directory > External Contacts.
Click Menu > Contacts > External Contacts and Organizations.
Click the Contacts tab.
If necessary, search for the contact.
Click the contact.
Click Note.
Type the note.
Click Save.

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