Delete a note for an organization

AI-generated summary

Genesys Cloud allows you to delete notes for organizations. From the Organizations tab in the External Contacts section of Directory, search for and select the organization. In the Notes section, click More then Delete. Click OK to confirm deleting the note. Notes capture external organization and contact details. Agents can view interaction history notes. Salesforce deletions may take up to 4 hours to sync.

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.

Note for Salesforce users: When you delete an organization, contact, relationship, or note from SalesForce, it may take up to 4 hours for it to be deleted from Genesys Cloud.

Click Directory > External Contacts.
Click Menu > Contacts > External Contacts and Organizations.
Click the Organizations tab.
If necessary, search for the organization.
Click the organization.
In the Notes section, click More.
Click Delete.
Click OK.

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Delete a note for an organization