Manage notes for a contact

AI-generated summary

Genesys Cloud allows you to manage notes for contacts in the Directory. You can add notes to capture information about a contact. To add a note, navigate to Directory > External Contacts, select the Contacts tab, search for the contact if needed, click the contact, click Add Note, type the note, and click Save. You can also edit or delete existing notes for a contact by navigating to the contact, clicking More in the Notes section, and selecting Edit or Delete. Notes can capture important details about contacts for reference.

For more 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 a contact.

Add a noteClick to expand

Edit or delete a noteClick to expand

Delete a noteClick to expand

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Manage notes for a contact