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AudienceView Unlimited 7  Product Guides

Once you have created a fund 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 Funds Management - Funds|Notes page:

FUND-Funds-Notes-7.33

The Funds Management - Programs|Notes 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

A 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

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

A related page or article.

Enter the full URL or click magnifyingGlass-7.X to search for an article.

To view the related page, click linkIcon-7.X.

Text

Enter a name for the task.

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

Attach files to the note.

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 addField-7.X to add additional fields.

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.