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Question

change visibility setting for notes on changes

  • December 3, 2024
  • 1 reply
  • 34 views

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Is it possible to change the default setting for notes on changes - so it pr. default is public and not private?

 

I´ve allready use the toggle app on the tickets and it works perfectly fine there, but on the change module nothing changed. So the question is, is there any app or maybe a business rule that can help me with this matter? 

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1 reply

madhusingh0906
Community Manager
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  • Community Manager
  • 49 replies
  • December 4, 2024

Hi ​@Debbie Larsen 

Greetings From Freshworks Community

We do have an option to change the default note Type on Freshdesk. There is no native feature for the setup but we have marketplace application for the same.

App link :- https://www.freshworks.com/apps/note_manager/

This app allows you to change the “Note” behavior across all your agents.
• You can switch the Note to default “Public” at an account level
• For certain ticket types, make all the conversations happened via notes visible to your customers
• Transparent customer service
• Restrict your agents adding a Note based on the “Ticket Type” property of the ticket
 

Do let me know if you have any follow up questions or concerns.

Thanks :)


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