Leave an internal note

In Heyquip: Messaging

You will have a note on the conversation that only staff can read, never the customer.

Steps

1. Open the order and click on View Conversation.

2. Click the Internal notes tab. Unlike Messages, nothing posted here is ever sent to the customer.

   

3. Click the note box and type your note, then click Send.

   

Good to know

• Important: Internal notes are never seen by the customer, even though they sit on the same conversation as Messages. Everything posted in the Messages tab is visible to the customer.

Related tasks

• Reply to a customer
• Work the shared inbox
• Work the Items on orders screen