Delete a note for a contact

AI-generated summary

Genesys Cloud enables users with a CX 1 license to delete notes associated with contacts through the External Contacts and Organizations interface. Users can only delete notes they personally created. The deletion process involves navigating to Menu > Contacts > External Contacts and Organizations, locating the desired contact through search if needed, accessing the Notes section, selecting the More option adjacent to the note, and confirming deletion when prompted. For Salesforce-integrated environments, deleted notes may require up to 4 hours to synchronize removal from Genesys Cloud. Additional context regarding note types, interaction history viewing, and related contact management operations is available through supplementary documentation resources.

PrerequisitesClick to expand

Note: You can only edit or delete notes that you entered.

For information about the types of notes you can capture for organizations and contacts, see About external organizations, contacts, relationships, and notes. To see the notes that an agent enters during an interaction, view the Interaction History. For more information, see View the interaction history for an organization.

Note for Salesforce users: When you delete an organization, contact, relationship, or note from SalesForce, it may take up to 4 hours for it to be deleted from Genesys Cloud.

Click Directory > External Contacts.
Click Menu > Contacts > External Contacts and Organizations.
(Optional) If necessary, search for the contact.
Click the contact.
In the Notes section, to the right of the note, click More .
Click Delete.
Genesys Cloud prompts you before your delete the note. To confirm deletion, click OK.

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Delete a note for a contact

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