Edit a note for a contact

AI-generated summary

Genesys Cloud enables users to edit notes they have entered for external contacts. From the Directory, users can search for a contact, view the Notes section, and click "More" next to a note to access the Edit option. They can then modify the note text as needed and click Save to update the note associated with that contact. This provides a simple way to update and maintain persistent notes on external contacts within Genesys Cloud.

Note: You can only edit or delete notes that you entered.

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.
(Optional) If necessary, search for the contact.
Click the contact.
In the Notes section, to the right of the note, click More .
Click Edit.
Type the changes you want to make.
Click Save.

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Edit a note for a contact