Suggested Search: Admin Guide, User Guide, Release Notes
Suggested Search: Admin Guide, User Guide, Release Notes

Edit Profile To Use Internal Note

  1. Log in to Salesforce and access SMS-Magic Converse.
  2. Click the Converse Settings tab.

  3. Select the Conversations section.
  4. Click General Settings tab.

  5. Under Internal Note, slide the toggle button to enable the feature.

  6. Click under the Action column.

  7. Click Edit. The Edit Internal Note Setting pop-up window appears.

  8. Enter 3 characters to search for user or profile in the Users and Profiles field.
  9. Select the user or profile.
  10. Select Yes or No in the Do you want to enable Internal Note field.
  11. Click Save.

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