Create session notes
Learn how to use the Notes feature that allows you to capture any notes or thoughts that you may want to reference later during an attended or unattended support session.
The Notes feature is a handy tool for jotting down ideas during a session. You can find the Notes you have taken in the session reports.
Create session notes
- Click Notes in the Viewer toolbar to open the Notes window.
- Type your notes and click Save.
Note: There is no way to delete a note once you click Save.
- You can close the Notes window at any time by clicking the
button in the top-right corner. This will not erase the Notes log, and you can reopen the window by clicking Notes in the Viewer menu again.
View Notes log for a session
Chat notes are automatically included in session reports; simply generate a report that includes the desired session.
Article last updated: 27 September, 2022
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