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  • 1.  Wrap-Up Notes on Emails when Transferring to Queue

    Posted 10-23-2023 13:52
    No replies, thread closed.

    When an agent adds "notes" or "wrap-up notes" to an interaction, I have traditionally seen them stay on the interaction during a transfer.  This allows the transfer recipient to see the information they typed in (verified using xyz, questions about abc etc.) to assist with the transfer recipient. 

    However, recently, I found that when adding wrap-up notes to an email interaction and sending the interaction to a different queue to be handled later, the notes are not still visible.  Are notes removed when transferring to another queue instead of user or is this an anomaly? 


    #DigitalChannels

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    Shelby Cronk
    ConvergeOne, Inc.
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  • 2.  RE: Wrap-Up Notes on Emails when Transferring to Queue

    Posted 02-19-2025 17:05
    No replies, thread closed.

    Did this behavior continue? I cannot replicate the problem now in my own organization.



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    George Ganahl GCP, GCSME, ICCE, ICHD, etc.
    Executive Adoption Consultant
    Genesys
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