The following example demonstrates the creation of a note through My Notes and Shortcuts, but the steps are similar throughout the Desktop. For a list of the pages that notes can be created in, refer to Using Notes. For specific information on the area you are working in, refer to the relevant section in this guide.
1.Open My Notes and Shortcuts from the Desktop, or select Options and then My Notes and Shortcuts or press SHIFT+M.
The My Notes|Home|Created by page appears.
2.Click 'Add Note'.
The notes area appears.
3.Complete the following:
a.Type: Classifies the note (Customer Complaint, Ticket Problem).
Types are configured using the note types list in the General Configuration - List|Entries Page.
For information on the Customer Popup option, refer to Creating a Customer Pop-Up Message.
b.Status: Specifies the note’s current status from this dropdown (In Progress, Completed).
c.Due Date: Specifies a due date for the note’s task.
If you enter a date/time within the calendar's Duration Selector range, the note will appear on your My Notes|Home|Created by page, and the My Notes|Home|Assigned to page for any other users selected in the 'Owners' field.
d.Access Mode: 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 the creator and 'Owners' (if any) can modify it.
This is the default.
e.URL: Enter the full URL to your webpage or click 
to search for an article.
To view the related page, click 
.
f.Taskname: Assign a task name as a point of reference. This field can then be associated to the 'Note Type' and 'Context ID' fields, and then pulled from a BI query for reporting purposes.
The Taskname field does not appear on the My Notes|Notes page.
g.Start and End Dates: The start and end dates are used to assign the start and end date for a task.
The 'Start' and 'End' date fields do not appear on the My Notes|Notes page.
h.Context ID: Associates a task or context of the note (event, benefit, user or others). Once you associate it to an item, the note is also added to the item. For example, if you select an event, the note is also attached to the event.
Not all of the items in the Context ID/Parent list have an interface to view notes. If you select one of these items, you will not be able to view the note on the associated item.
To choose a Context ID/Parent:
•Click dropdown next to the 'Context ID' or 'Parent' field.
•Select an option from the dropdown. The associated Search window opens.
For example, if you select Campaign, the Find Campaign dialog box displays.
•Search for and select the record to which you want to apply the note.
•Click 'Apply'. The selected record item appears in the 'Context ID' or 'Parent' field.
The Context ID field does not appear on the My Notes|Notes page.
i.Message: Enter the content of the note.
j.Owners: Enables you to select the user(s) who will be responsible for carrying out or following up on the note. The note displays in the owner(s)’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.
To assign one or more owners to the note, select one or more option from the Owners dropdown by holding CTRL or SHIFT while making your selections.
k.File Attachments: Allows you to attach a document or image to the note for more context. To attach a file: Click 'Attach File'.
The Attach File dialog box appears.
•Click 'Browse' to locate the file on your hard-drive or network.
The Windows Choose file window appears.
•Browse to the location of the file.
•Select the file and click 'Open'.
The Choose file dialog box closes, and the name of the file appears in the 'File' field.
•Click 'Attach File'.
A window confirms that the note was attached, and prompts you to save your work.
•Click 'OK'.
The attached file appears as a link next to the 'File Attachment' field.
▪To view the file attachment, you can click the link.
▪To delete the attachment, select the check box to the right of the attachment link and click 'Create'.
4.Click 'Create'.
A window confirms that the note was created.
5.Click 'OK'.
