The Correspondence - Correspondence|Details page displays the details of the loaded correspondence.
The following image illustrates the Correspondence - Correspondence|Details page:
The Correspondence - Correspondence|Details page contains the following properties:
Field |
Description |
Correspondence Code |
The correspondence code. |
Description |
The description of the correspondence. |
Solicitation Amount |
The solicitation amount. |
Document |
The type of document that the correspondence was sent as. |
Response Due Date |
The response due date. |
Owner |
The owner of the correspondence. |
Additional Info |
Any additional information that might have been included with the original correspondence. |
Correspondence Notes Section
You can add notes to log problems, comments, compliments or any other information that may be useful to you, a ticket seller or your administrator.
The following image illustrates the notes section of the Correspondence - Correspondence|Details page when the 'Add Note' button is clicked:
The notes section of the Correspondence - Correspondence|Details page contains the following properties:
Field |
Description |
Type |
The type of note being created. Types are configured using the General Configuration - Lists|Entries page of the note types list. |
Status |
The note’s status (In Progress, Completed). |
Due Date |
The due date for the note’s task. If you enter a value, the note displays on your My Notes|Home|Created by page in My Notes and Shortcuts and on the My Notes|Home|Assigned to page for any user that has been selected in the Owners list. |
Access Modes |
Specifies who can read and modify the note once created: •Private: Only the note’s creator and owners (if any) can view and modify the note. •Public: Any user can view and modify the note. •Readable: Any user can view the note, but only its creator and owner(s) (if any) can modify it. This is the default mode. |
URL |
If required, the URL to create a link to a relevant site. |
Message |
The body of the note. |
Owners |
The user(s) who will be responsible for carrying out or following up on this note. The note displays in the owner’s My Notes|Home|Assigned to page (if there is a due date) or My Notes|Notes page (if there is no due date) in My Notes and Shortcuts. |
File Attachments |
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Data [1-8] |
Store additional information specific to your organization. Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry - Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label. |
Multidata [1-2] |
Store additional information specific to your organization. Click Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry - Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label. |
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Information For more information, refer to Using Notes. |
