Managing Agent Signatures in Private Notes
Private notes in BoldDesk provide an effective way for agents to collaborate internally by sharing information confidentially, without exposing it to customers. To improve communication, you have the option to include agent signatures in these notes. This article outlines the steps to enable or disable agent signatures in private notes.
To add an agent signature, configuration can be done at the personal, brand or organization level. For detailed instructions, refer to the following articles:
How to Enable Agent Signature in Private Notes
When agent signatures are enabled in BoldDesk, they are automatically added to ticket comments, including private notes. Follow the steps below to enable this feature:
- Log in to the BoldDesk agent portal.
- Go to the Admin module > select Agent Portal > then click General.
- Under Agent Signature, check the box for “Include agents’ signatures in private notes” to enable it.
How to Disable Agent Signatures in Private Notes
If you prefer to exclude agent signatures from private notes, you can disable this feature across your organization by following these steps:
Steps
- Log in to the BoldDesk agent portal.
- Go to the Admin module > select Agent Portal > then click General.
- Under Agent Signature, uncheck the box for “Include agents’ signatures in private notes” to disable it.
