Editing or deleting notes for a user account

When you add or create a user account in GFI HelpDesk, you have the option to add a note to the user account. This note is visible in all the tickets created under that user account to the staff users only.

This means that every time a staff user is viewing a ticket from the said user account, the note is displayed on the ticket.

Notes are useful when you want to post a special message or instructions for a specific user. However, notes can get obsolete, and you may wonder how to edit or delete a note.

Deleting or editing a note for a user account requires you to go to the user's profile in GFI HelpDesk.

This topic provides instructions on how to edit or delete notes for a user account in GFI HelpDesk.

Below are the steps to edit or delete notes for a user account:

  1. Log in to your Staff CP (for example, https://<yourdomain>.gfihelpdesk.com/staff).
  2. Go the Users > Manage Users.
  3. Search the user account you want to manage and click on it to open the user account profile.
  4. Under the General tab, you can see the note(s) added to the user account. Hover your mouse on the note you wish to edit or delete.
    • To edit a note, select the edit icon mceclip1.png. On the edit window, enter the new note > click Save when done.
    • To delete a note, select the trash bin icon mceclip2.png. Click OK on the prompt to confirm the deletion.

    Hover mouse over the note you want to edit

  5. Once you are done editing or deleting the notes, click Update to save the changes.
  6. Click update