How do I update customer profiles and view previous conversations?

Learn how to update customer profiles and view all interactions with that customer.

1. Select a Ticket
2. View the Customer's information in the top right column.

3. To edit the information or add customer notes click on the pencil in the upper right corner. Click 'Save' to update the information.

4. To view previous conversations with this customer, click on their name at the bottom of the Inbox folders on the left.