In the Solutions article describing Contact and Companies Notes (https://support.freshdesk.com/support/solutions/articles/233136-customer-360-get-complete-context…) it says the following with respect to Company Notes: "Additionally, you can categorise the note as either General or Testimonial (default values) using the dropdown menu while creating or updating the note". While this is true, and works for me, I was unable to figure out where to change these default values. I have a number of other categories which I would like to be able to add. After contacting Support, they said there currently is no way to change those defaults, and they would open a feature request for it. Nevertheless, I wanted to post this request in the forums as well, and hopefully build some support for this in the community.
Page 1 / 1
Hi
Have a good day!
Reply
Sign in to the Community
No account yet? Create an account.
Social Login
Login for Freshworks Employees Login with LinkedInor sign up below
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.