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Creating Trust Center internal notes
Updated 4 months ago

Overview

Internal notes is a dedicated space for team members to share essential information, exchange knowledge, and communicate effectively.

Unlike Profile Center update notes, internal notes remain hidden from external stakeholders, ensuring confidentiality.

Creating Profile Center internal notes

  1. Open the profile and click Add Internal Note.

  2. When the Add Note pop-up displays, edit the title as desired and add a note description.
    Note: The note description is limited to a maximum of 300 characters.

  3. Click Save.

    • Internal notes are exclusively accessible to team members of the profile and can dismissed to create more space by hiding them from view.

    • You can click the Edit icon to edit the note or the Trash icon to delete it.

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