Customers: Notes

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Overview

This topic explains the fields displayed in the Notes section of the Customers Accordion Menu.
Notes and tasks are basically the same, except tasks can be assigned to specific users, which requires the security system to be enabled.
To access this screen go to:

Main Menu Accordion>Manage My Customers>View & Manage My Customers>Notes

Main Menu>What would you like to do?>Manage My Customers>Notes

Description of the Screen

Customers: Notes

Task:

Complete Button

this button is not visible if the security system is not enabled
used to mark tasks as completed

Cancel Button

this button is not visible if the security system is not enabled
used to cancel a task

Reply Button

opens the Add Notes screen to record subsequent information related to an existing note

Clear Filter Button

removes the filter applied by the Search button

Search Button

opens the Search for Notes screen, used to enter criteria to locate a specific note or task

Add Button

opens the Add Notes screen to enter a brand new note

Edit Button

opens the Edit Note screen, where the selected note can be changed

Notes List Section

shows a list of notes or tasks; select one to review its details in the lower section

Notes for Specific Customer Section

the details of the note or task selected in the upper section of the screen are displayed here

Entered Fields

displays the date and time the Note was entered

By Field

the name of the user that entered the note or task

Event Field

this field is intended for categorizing notes or tasks; select one of the pre-defined events for the creation of the note or task from the drop-down list
use the List Maintenance Note Events list to define a new event

Priority Field

this field is intended for prioritizing notes or tasks; select one of the pre-defined priority codes from the drop-down list
use the List Maintenance Note Priority Codes list to define codes that are meaningful to the business; the code entered can be letters or numerals, or a combination of both

Keywords Field

manually type in any appropriate word or phrase that might help locate this note in the future when using the Search button
these are not managed by the List Maintenance feature

Followup Field

use this field to select the type of follow-up activity that will be associated with the note or task
use the List Maintenance Note Actions list to define follow-up actions that are meaningful to the business

Assigned To Drop-down List

select the user to whom the task will be assigned via the drop-down list, which is populated with the names of the users that are defined in the Stone Edge Security System

When Due Field

enter a date when the task needs to be finished

Completed Field

when the Completed button is clicked, this field will be populated with the current date in the first field and the time of day will appear in the second field on this line

Type Drop-down List

indicates the type of record that the note or task applies to, Order, Customer, Inventory, or Supplier; it can also indicate that this note is a Reply to another note or task

Additional Information

List Maintenance

Search for Notes

Created: 3/8/12

Revised: 6/11/12

Published: 04/14/16