Adding Notes to Interactions

You can attach notes to Interactions containing any text or keywords that may later assist to identify the interaction when specifying search criteria (see Filtering Interactions and Active Calls Information).

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To add notes:

1.

In the Icon pane, click , and then click the note icon adjacent to the interaction for which you wish to attach a note.

2.

Click the arrow adjacent to the note text that you entered.

The new note is added.

3.

You can also add an a new note from an existing note inside the Media player. Click the note icon above the player.

4.

Enter the note text and then click the arrow.

The new note is added.

You can alternatively add notes below the Media player.