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CC and Internal Notes

  • October 21, 2019
  • 8 replies
  • 0 views

Hi Folks,

 

I enabled the CC function so that on incoming tickets, users are automatically added to the CC accordingly. The issue we have noticed is "internal notes" are no longer "private" but are sent out as part of the update email.

Have I set something incorrectly?

8 replies

Brett13
  • Community Manager
  • October 21, 2019

Hey James,

End-users would not have access to internal notes on a ticket. Only public comments would trigger an email notification to a CC'd user that is not an agent on the account. Can you confirm these comments are indeed posted as an internal note on a ticket?

Let me know!


Dan28
  • October 21, 2019

Another thing to check here is to make sure that the users reporting that they are seeing internal notes are actually allowed to see internal notes.  I used to have reports of internal notes being included on emails all the time - but it was because the users receiving the emails were allowed to get those comments.


  • Author
  • October 23, 2019

Hi both,

 

Purely for the purposes of entertainment, not that our colleagues would do this, but.... Lets say an internal notes was "abused" and inappropriate comments have been made, they do indeed end up in the CC'd parties inbox.


Brett13
  • Community Manager
  • October 23, 2019

Hey James,

Can you confirm that the CC'd party is not another agent on the account when you're testing this? Definitely some odd behavior if the agent is posting an internal response that is going out to a CC'd end user and we will want to investigate this further in a ticket.

Let me know!


  • Author
  • October 23, 2019

Hi Brett

I created the ticket from my personal account - lets say jamesfreeman@hisemailaddress.com. I then CC'd another of my personal email addresses into it also, lets say jamesfreeman2@hisemailaddress.com.

my "requester" email (james.freeman@ did not get the reply. the email you see above is from my "jamesfreeman2@" email address.


Brett13
  • Community Manager
  • October 24, 2019

Thanks for the update James!

I'm going to bring this into a ticket so our Customer Advocacy team can look into this. Even with the new CC functionality, end-users should not have access to internal notes.

We will need to take a look at some ticket examples to troubleshoot further.

You'll receive an email shortly stating your ticket is created.

Cheers!


  • Author
  • October 24, 2019

Thanks Brett, Happy to support how I can!


  • March 4, 2021

Was there a resolution here?

I've found the same issue when an agent or a light agent in their email inbox creates a ticket (so they would be the requester). If someone leaves an internal note on the ticket and then the agent adds another cc to the ticket from their inbox at any point later in the correspondence, the private note is viewable.