Post a Note to Customer Card

This help page is for CXone Studio. This information is also available for Desktop Studio.

A line drawing f a page with a corner folded over and a plus sign on it.

Adds a note to the customer card.

Dependencies

This action requires Digital Experience.
Before working with digital scripts, learn about the differences between traditional ACD scripts and digital scripts.

Digital

These properties define data that the action uses when executing.

Property	Description
Add Caption	Enter a short phrase that uniquely identifies this action in the script. The caption appears on the script canvas under the action icon.
Customer Id	The variable that holds the contact's customer ID in the CRM Third-party systems that manage such things as contacts, sales information, support details, and case histories..
Note	The note you want to add to the customer card. You can use a variable in this field.

Result branch conditions allow you to create branches in your script to handle different outcomes when an action executes.

Condition	Description
Default	Path taken unless the script meets a condition that requires it to take one of the other branches. It is also taken if the action's other branches are not defined.
Error	The path taken when the action doesn't execute properly. For example, when there's an unexpected problem, such as poor connectivity, syntax errors, HTTP error codes, and so on. The ERR variable should be populated with a condensed explanation of the problem.
InvalidCustomerId	The path taken if the customer ID is not valid.
Success	Path taken if the action completes without errors and any API calls or data returns were successful (2xx response codes).