Customers: Notes

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Overview

This topic describes the Notes tab the Customers Accordion Menu. Notes and tasks are basically the same, except tasks can be assigned to specific users and requires the security system to be enabled.

To access this screen go to one of the following:

Main Menu>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

Notes List

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

Notes for Specific Customer

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

Entered

displays the date and time the Note was entered

By

the name of the user that entered the note or task

Event

this field is intended for categorizing notes or task
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

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 can be letters or numerals, or a combination of both

Keywords

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

use this field to select the type of follow-up activity 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

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

When Due

enter a date when the task needs to be finished

Completed

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

Type

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

Additional information

List Maintenance

Notes

Search for Notes

Created: 3/8/12

Revised: 7/7/15

Published: 08/19/15