Internal notes

Leave notes on a ticket for yourself and your team. Customers never see them.

Included with TrilliOne Business and TrilliOne Pro

Open a ticket and go to the Notes tab. Type in Add an internal note…, tick Pin if it should stay at the top, and click Add note.

  • Each note shows who wrote it and when.
  • Click the star to pin or unpin a note, ✎ to edit it, and ✕ to delete it.
  • Notes are never sent to the customer or shown on their ticket page.