Search Knowledge Base Articles

Private staff notes

To add a private ticket note in Zuriey CRM, open the ticket and click on the Notes tab at the top.

These ticket notes are visible only to staff members, allowing for effective collaboration when multiple team members are involved in assisting with the ticket. This feature helps ensure that all relevant information is shared internally while keeping it confidential from customers.

Did you find this article useful?

Related Articles

  • Support Tickets

    Customer Relationship Management (CRM) systems must prioritize their clients, and Zuriey CRM...

  • Open Ticket from Admin Area

    To create a new ticket in Zuriey CRM, follow these steps: Click on the sidebar menu item: ...

  • Email Templates

    You can easily customize all ticket email templates in Zuriey CRM by navigating to Se...

  • Priorities

    You can easily customize ticket priorities in Zuriey CRM by navigating to Setup ->...

  • Statuses

    You can easily customize ticket statuses in Zuriey CRM by navigating to Setup -> S...