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?
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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.
Hey Scott - if you go to to the bottom on the right you'll see "Edit Apps"
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There you can add Lead or User Notes to the sidebar.
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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.
Thanks so much! I'll give that a go right now :-D
Has an update been provided regarding a delete function in the new inbox section?
Not to my knowledge, Jack :-(
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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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