We would like a way to automate adding a note or adding content to a note using a trigger. Taking existing data from the machine and appending it to the note.
In particular, we'd like to record the last logged in user as a note.
If the guest is signed out, we cannot search by "currently signed in user". If we record the user's name in a note, we will have a way to look up the agent even if the user is signed out.
Customer support service by UserEcho