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GrowOn Note Taker

Create and manage ticket-specific notes directly from the Zendesk sidebar.

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호환:

Support

개발자

GrowOn

About this app

GrowOn Note Taker is a lightweight ticket sidebar app that helps agents keep useful working notes associated with each Zendesk ticket.

Agents can create, edit, and delete notes without adding content to the ticket conversation. Each note stays associated with its ticket and includes creator and timestamp information for context.

Key features:

  • Create notes directly from the ticket sidebar

  • Keep notes associated with the relevant ticket

  • Edit and delete notes as information changes

  • See creator and timestamp context

  • Store note data within your Zendesk account

GrowOn Note Taker notes are separate from Zendesk public replies and internal ticket comments.

Data usage and storage:
GrowOn Note Taker accesses the current ticket ID and Zendesk user information required to associate and display notes, including the user's ID, name, and email. This information is used only to provide ticket and creator context. Note content, ticket associations, an internal generated record name, and Zendesk-generated record metadata are stored in the customer's Zendesk account using Custom Objects. No ticket, note, or user data is sent to GrowOn or any third-party service.

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설치 방법

  1. Make sure your Zendesk account is on a Zendesk Suite plan or Support Enterprise and that Zendesk Agent Workspace is enabled.

  2. Make sure Custom Objects are activated. GrowOn Note Taker requires one available Custom Object slot in your Zendesk account. If your account has reached its Custom Object limit, free an available slot before installing the app.

  3. Install GrowOn Note Taker from Zendesk Marketplace as a Zendesk administrator. Zendesk automatically creates or validates the Custom Object and fields required by the app.

  4. If your account uses custom agent roles, ensure the roles that will use GrowOn Note Taker have View, Add, Edit, and Delete access to the GrowOn Note Custom Object. Standard Agent roles already include these permissions.

  5. Open a Support ticket in Zendesk Agent Workspace, open the Apps panel, and select GrowOn Note Taker.

No external account, API key, OAuth connection, or manual field creation is required.

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