Docs/Quick Notes

Quick Notes

Add internal notes without leaving your workflow

Streamline your workflow with quick internal notes. Add context to tickets without disrupting your focus.

Installation

  1. Navigate to the Zendesk Marketplace
  2. Click "Install" and select your Zendesk account
  3. Follow the authorization prompts
  4. The app will appear in your Zendesk sidebar

Configuration

After installation, configure the app:

  1. Go to Admin Center > Apps and integrations
  2. Find Quick Notes in your installed apps
  3. Click Configure to access settings

Usage

Quick Notes appears in the ticket sidebar. When viewing a ticket:

  1. Look for the Quick Notes panel in the right sidebar
  2. The app loads automatically with ticket context
  3. Interact with the app directly from the panel

Features

  • Keyboard shortcut activation
  • Note templates
  • Markdown support
  • Note search

Troubleshooting

App not appearing in sidebar

Ensure you have the correct role permissions and the app is enabled for your account.

Slow performance

Check your browser extensions and try disabling any that might interfere with Zendesk.

Need more help?

Contact our support team at kanso.cx/contact. Include your Zendesk subdomain and a description of the issue.