- Create highly visible and updatable notes in tickets, users & organisations
- Pin important ticket comments to the top
- Rich Text Editor for formatting text, including web links
- Notes are stored in custom ticket fields for portability
- Note fields can be styled to meet your visual needs
- Multiple fields can be used for different purposes and agent groups
- All field types available (drop-down, checkbox, text, number, regular expression etc)
- Edits are continuously auto-saved
Where does an agent keep important information about a ticket? Information that needs to be highly visible and referred to later by the agent that wrote it or by other agents. Information that may also need to be updated throughout the life of the ticket.
Agents will try to use an “internal note” for this purpose. But once it has been submitted, an internal note is no longer editable and can quickly become buried in long ticket threads.
The Sticky Notes app provides the visibility and flexibility needed to properly highlight important information in a ticket/user/org for internal purposes.
The Pinned Comments feature allows agents to pin important ticket comments so they are not lost in long ticket threads. Any comment can be pinned, whether it be from a customer or agent.
The Notes feature allows agents to write important notes in the sidebar of the ticket/user/org so they are always clearly visible to all agents. The notes can also be updated at any time by the agent.
Editing notes is done with a Rich Text Editor (WYSIWYG) and can be edited in-place in the right sidebar or in a much larger pop-up editor, which is handy for longer documents. The editor allows formatted text to be pasted into the note with the formatting maintained, including hyperlinks (web links).
As editing is taking place, the app continuously saves a draft, so that edits are not lost.
The notes are stored in a custom field so that the data stays connected with the ticket/user/org. This means it can be used by other apps and exported with the ticket/user/org data into other systems. All Zendesk field types are supported: Drop-down, text, multi-line, checkbox, numeric, decimal, date, credit card and regular expression. To help your agents use the Sticky Notes fields that you setup, descriptions can be added that appear next to the fields.
Multiple fields can be used to store notes. This allows notes with difference purposes to be separated. For example, you might have one field for general notes and another field for notes regarding a specific component of your help desk process (eg. sales or refunds). Using multiple fields, the Zendesk administrators have great control over which fields appear in which ticket forms and which agent groups have access to them.
All of the fields you create in Sticky Notes can be styled to your liking using CSS. This means that you can make certain fields standout or be less intrusive, depending on their importance and the type of data.
For more information about the Sticky Notes app, including how and why you would use multiple fields for notes, see the Sticky Notes User Guide.
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To set up Sticky Notes, all configuration is done via the "App settings" page within the app. To access the "App settings" page, select the Sticky Notes icon from the left side nav bar, then click the "App settings" button.