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Is there a way to edit and/or delete user notes in the new inbox


I just migrated to the new inbox, and it's pretty great so far, but I've not been able to find a way to edit user notes from it. The old inbox had this functionality. Now, I have to open the user's "contacts" profile in a separate tab, and then edit from there. Is this the only way to achieve this?

 

Also, I was hoping with the new inbox there would be a way to delete user notes, but it doesn't seem that functionality has been added. Seems like a real oversight.

Best answer by User677

Hey Scott - if you go to to the bottom on the right you'll see "Edit Apps"

 

There you can add Lead or User Notes to the sidebar.

 

You're right - that you still can't delete notes. When I need to delete a note, I just edit it to replace with a dash or something. But, less than ideal.

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4 replies

  • Connector
  • 8 replies
  • Answer
  • June 27, 2022

Hey Scott - if you go to to the bottom on the right you'll see "Edit Apps"

 

There you can add Lead or User Notes to the sidebar.

 

You're right - that you still can't delete notes. When I need to delete a note, I just edit it to replace with a dash or something. But, less than ideal.


  • Author
  • New Participant
  • 2 replies
  • June 29, 2022

Thanks so much! I'll give that a go right now :-D


  • New Participant
  • 2 replies
  • August 24, 2022

Has an update been provided regarding a delete function in the new inbox section?


  • Author
  • New Participant
  • 2 replies
  • August 24, 2022

Not to my knowledge, Jack :-(

 

Seems like this is a feature that has been requested by numerous users, but no movement yet from Intercom. Here's hoping!


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