You can use the Private note option. Private notes added are visible only in the agent portal. No emails are sent to customers nor an update is visible in the customer portal.
Webinar Customer Experience Breaks After Your First 1,000 Users : How to Fix It. Mar 17th 202610:00 AM ET
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You can use the Private note option. Private notes added are visible only in the agent portal. No emails are sent to customers nor an update is visible in the customer portal.
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