Add a note for an organization

For information about the types of notes you can capture for organizations and contacts, see About external organizations, contacts, relationships, and notes. To see the notes that an agent enters during an interaction, view the Interaction History. For more information, see View the interaction history for an organization. 

1. Click Directory > External Contacts.
2. Click Menu > Contacts > External Contacts and Organizations.
3. Click the Organizations tab.
4. If necessary, search for the organization.
5. Click the organization.
6. Click Note.
7. Type the note.
8. Click Save.