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 the Organizations tab.
  3. If necessary, search for the organization.
  4. Click the organization.
  5. Click Add Note.
  6. Type the note.
  7. Click Save.