Something that would be really useful would be the ability to switch the status of a note from public to private, or vice-versa. For instance, if an agent accidentally sets a note to be public, and it's something we don't want a customer to see, the only way to make it a private note is to copy the note's contents, delete the public note, and create a new private note with the contents of the original note pasted in. It would be great if the "Edit" option including something that allowed agents to switch the privacy status of notes without having to create an entirely new note.
Closed for Voting
Ability to change an existing note from public to private
Folks,
By default 'Add note' inside a Freshdesk ticket makes it a private note and there is an app with us to have it added as a public note by default.
We also understand that you would be much interested in a toggle button or a switcher of some sort inside the note that could make any private note as public or vice versa based on the business needs such as when a ticket is merged or reassigned to a different group and so on.
Without a doubt, this has been a popular ask from many of our users. Our product managers are exploring the possibilities of accommodating this and you should be hearing from us soon on this.
Thanks!
Join the Community
Already have an account? Login
Welcome back to Freshworks 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.