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 Andrea Nagel
Thanks for your feedback on this thread - sharing a quick post to let you know that you can now delete notes on user profiles when you have the appropriate permission configured.
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.
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!
+1Thanks for your feedback on this thread - sharing a quick post to let you know that you can now delete notes on user profiles when you have the appropriate permission configured.
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