Customer interactions Interaction timeline

Reading interaction notes and comments

New feature: content organization, collaboration and filtering

This article describes a new feature that may not be available to all users. If you don't see this feature and want to learn more, please contact your Tethr admin.
Section only
Find and read your personal
and public
on an interaction

Getting started: If you’re not already viewing an interaction, first click the interaction in Search & browse or from one of your Reports.

Read interaction notes and comments:

Option 1: Hover over the blue circles at the bottom of the interaction's timeline. The note or comment appears in a pop-up bubble.

Tip: If you own the note or comment, you can edit or delete it through the More actions ( ••• ) button.


Tip: If you want to reply to a public comment, click the Reply link. The app will automatically scroll down to the comment in the interaction's
. Then type your reply to the comment (see second image below).



Option 2: Click on the My notes or Comments tab in the interaction's text transcript area. The notes or comments will appear in the left column.

What's next?