Notes

Notes screen provides ability to add or modify the notes for a customer, anonymous, or a group of customers. It also provides ability to search the existing active note details of the customers.

To add new notes

1. On the Customer Care module, click Notes.

2. In the Notes screen, click New button to add new notes for a customer or group of customers.

3. Enter the Customer Group code whose notes description should be added. Else, click icon to browse for a customer group.

4. Select the Area and Type of the service request from the respective drop-down lists.

Note: The Area and the Type values which are displayed in the drop-down lists are defined in Service Request Area and Service Request Type

5. Select Category and Sub Category from the respective drop-downs.

6. Select the Status of the notes as Active or Inactive from the drop-down list.

7. Enter the Notes description you wish to display to the customer group.

To modify the existing notes:

1. In Notes screen, select the specified search options such as Customer Group, Category, Status, From Date, and To Date.

2. Click Search. Based on selected search options, the notes details such as Notes, category, Notes For ID, and Status are displayed in Notes Details grid.

3. In the grid, click Edit hyper link against Notes For ID for which you wish to modify the details.

4. Modify the Notes description and click Save button to save the modified details.