<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What are Popup notes?</strong></p><p><strong>- How to create Popup notes</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What are Popup notes?</span></strong></p><p>It's possible to add popup notes against customers or contact records. Pop-up notes can be set to show whenever a ticket associated to that customer/contact is loaded, or whenever the customer/site/user profile is viewed.Pop-up notes can be set to show for particular clients, sites or users/contacts. </p><p><br></p><p><strong><span style="font-size: 14pt;">How to Create Popup notes</span></strong></p><p>Pop-up notes will need to be created against the client/site/user you would like it to display for. </p><p><br></p><p><strong><span style="font-size: 12pt;">Customers</span></strong></p><p>To create a pop-up note for a customer, head to, Customers > *select customer* > Settings > Popup notes.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQwNDE3MzI5LTc2NTktNDZiYi05NGRkLTE4ZjQzOWVlZWYyNCJ9.fPJGkwAyF7mga_Yv__Rztplshx5mCU557-Fm651_8nI" class="fr-fic fr-fil fr-dib" width="1298" style="width: 1300px; height: 497.854px;" height="498"></p><p><strong><span style="font-size: 10pt;">Fig 1. Popup notes against customer</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Sites</span></strong></p><p data-pasted="true">To create a popup note for a site, head to, Customers > Sites > *select a site* > Settings > Popup notes.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg0YmFhZTQ3LTkzYjEtNDk3YS1iZWYyLTMxNmY0OWUwODQ2OCJ9.WiO7qxZ9mlqzk_4_DlG50gM7O3l431kfN4QyhOxWxOw" class="fr-fic fr-fil fr-dib" width="1310" style="width: 1312px; height: 536.997px;" height="537"></p><p><strong><span style="font-size: 10pt;">Fig 2. Popup note against a site</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Contacts</span></strong></p><p data-pasted="true">To create a pop-up note for a user or prospect, head to, Customers > Contacts > *select a contact* > Preferences > Popup notes.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk4MjQyMGU4LTM3NmUtNDM0ZC1iNDhmLWJjOWIyZjRlM2JjOSJ9.pFkaMAuhvA4gvn1B4iwDNGEQhcaDA5z4v1o8cyKWRJI" class="fr-fic fr-fil fr-dib" width="1311" style="width: 1313px; height: 590.638px;" height="591"></p><p><strong><span style="font-size: 10pt;">Fig 3. Popup note against contact</span></strong></p><p><br></p><p><span style="font-size: 12pt;"><strong>Configuring Popup notes</strong></span></p><p>To create a popup note use the 'Add button' against the customer/site/contact.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQwZGU0ZWFjLTQxZjItNGE4Mi1iNjAxLWVhMDY1YjNkYmY3NCJ9.SZNP5YD2GHTIawNwtO_pYgsh-AlpsaU0Fn6QUZpJH1g" class="fr-fic fr-fil fr-dib" width="1016" style="width: 1018px; height: 412.792px;" height="413"></p><p><strong><span style="font-size: 10pt;">Fig 4. Create new popup note</span></strong></p><p><br></p><p>When adding a popup note, enter the message you would like to display in the "Note" field. There will also be some additional options available. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRjYjE4MDAyLTdkZTUtNDllNS05OWE1LWQwMjQxOTI5YTJhMCJ9.KdY4SRyMBZ9UT5mYihPp2VUyWVgqG9icnFfWqaRD0Jw" class="fr-fic fr-fil fr-dib" width="627" style="width: 629px; height: 613.939px;" height="614"></p><p><span style="font-size: 10pt;"><strong>Fig 5. New popup note</strong></span></p><p><br></p><p><strong>Agents can dismiss this popup and it will not show for them again</strong> - When checked, this popup will only show for each agent once. Once it is dismissed it will not show for the agent again. Otherwise, it will appear every time the agent opens the ticket. </p><p><strong>Show as a modal screen</strong> - This changes how the popup displays. When unchecked the popup will show in the bottom left of the screen and the agent will be able to work on the ticket without dismissing it. When checked the popup will show in a modal window, the agent will not be able to continue until they dismiss the popup.</p><p><strong>Display as HTML</strong> - Allows you to enter html in the "Note" field, this html will be used to format the note. </p><p><strong>Only show between particular dates</strong> - When enabled you can set which dates this popup displays between. Useful is a particular event is occurring at a set time for this customer/site/user. </p><p><strong>Display (v2.238+) - </strong>This will control whether the popup shows when viewing the customer's/site's/user's tickets, profile or both. When set to show on profiles (Customers/Sites and Users) the note will show for all profiles under the entity it is created for, 'trickling down'. For example, if a popup note is added to a site profile, it will appear each time an agent views the site, as well as when they view any users under this site. </p><p><strong>Show for All Agents (2.238+)</strong> - Deselecting this will show a multi-select dropdown where you can specify which Agent Roles can the popup will show for.</p><p> </p><p><strong>Showing the popup as a modal screen</strong></p><p>If the popup is set to be displayed as a modal screen it will look as shown in figure 6. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJmNDI5Y2UxLWNhOWMtNDg4ZC04OWZjLWI2MTc4Mzg4NjUzMSJ9.yLkEZFbieP921WwfRUGXZiMxnBDtiYEBhVjEZLdh7C8" class="fr-fic fr-fil fr-dib" width="993" style="width: 995px; height: 481.966px;" height="482"></p><p><strong><span style="font-size: 10pt;">Fig 6. Popup as modal screen</span></strong></p><p><br></p><p data-pasted="true">If the popup is not set to be displayed as a modal screen it will look as shown in figure 7. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFhN2Q3YTIzLWQ3NjYtNDFkMC05MzI2LTMwY2ZmZTk2YWRhMiJ9.G1QBzuqkDnxAxxU5wI7_xP2cVSZiFVf2xkY3e4LgsX4" class="fr-fic fr-fil fr-dib" width="1070" style="width: 1072px; height: 763.768px;" height="764"></p><p><strong><span style="font-size: 10pt;">Fig 7. Popup shown in bottom left corner</span></strong></p><p><br></p><p>The standard pop-up notes are time and date stamped, so you can see when the note was created.</p><p><br></p><p>Multiple notes can be added against a customer and/or contact and they will show vertically to each other.</p><p><br></p><p><br></p>
