Notes Tab

Add or edit notes related to a reference customer on the Notes tab. Notes can be used to capture historical activity, miscellaneous information, customer status updates, etc. Notes are a central place for team members to view customer touchpoints and create tasks with due dates to receive email reminders. When a new task is created, a note is automatically added to the customer Notes tab with a Note Type as Task Creation.

Notes tab

Viewing Notes

  1. To view or create new Notes, perform a search and view the results on the Customers tab. Click the Edit pencil to update any information found on a particular customer record.
  2. Navigate to the Notes tab.
  3. View any available Notes.

Adding Notes

  1. Click Create.

  2. Add your note information. Fields marked with an asterisk are required.
    • Note Date: Click in the field and select the note creation date from the calendar.
    • Assignee/Author: Select the assignee and/or author of the note.
    • Contact: Select the contact associated with this note.
    • Note Type: Select the type of note being added.
    • Product Group: Select the product group associated with the note. This is an optional configurable field.
    • Note: Enter the customer note (e.g. contact is always unavailable the last 2 weeks of December).
    • Task Date: (Optional) Enter the note task date if you want to create a new task related to the note.
    • Task Title: (Optional) Enter the note title if you want to create a new task related to the note.
    • Task Type: (Optional) Select the type of task if you want to create a new task related to the note.

      • Note: If the Task Date and Task Title field are not populated, the note will be associated with the customer account but will not appear in the Tasks.

  3. Click Save. When a new note is created, as well as a new task from the Notes area, the new task will be displayed in the Tasks grid.

    4. Note: To delete existing notes, click the Trash icon.

Editing Notes

  1. Click the Pencil icon.

  2. Edit your note information. Fields marked with an asterisk are required.
  3. Click Save.

Note: Click the Return to Search button if you are finished with your edits and wish to return to the search results page.