Edit a note for an organization

AI-generated summary

Genesys Cloud enables editing notes for organizations. You can edit notes you entered for organizations in the directory. To edit a note, navigate to the Organizations tab in the directory, find the organization, click on it to open the organization details, go to the Notes section, click More next to the note, and select Edit. You can then modify the note text and save the changes. This allows modifying notes to keep information for organizations up-to-date.

PrerequisitesClick to expand

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.
Click the Organizations tab.
(Optional) If necessary, search for the organization.
Click the organization.
In the Notes section, to the right of the note, click More .
Click Edit.
Make the changes.
Click Save.

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Edit a note for an organization