The My Notes|Notes page enables you to create new notes and to search for and select existing notes. You can modify, add or delete notes through this page. For more information, refer to Using Notes.
The following image illustrates the My Notes and Shortcuts - My Notes|Notes page:
The My Notes and Shortcuts - My Notes|Notes page contains the following properties:
Field |
Description |
User |
Filters the search based on the user who created the note. Click |
Owner |
Filters the search based on the person who has been assigned the note. Click |
Created On |
Filters the search based on those notes created within the specified date range. Click |
Due Date |
Filters the search based on a range of dates in which the note's task is due to be completed. Click |
Type |
Filters the search based on notes' type(s) (General Comment, Benefit). |
Status |
Filters the search based on the notes' current status(es) from this dropdown (In Progress, Completed). |
Text |
Filters the serach based on specific words that would/could appear within the note. |
Notes and Data Section
The following image illustrates the expanded notes section of the My Notes|Notes page after the 'Add Note' button is clicked:
The My Notes|Notes page contains the following properties:
Field |
Description |
Type |
The type of note (Customer Complaint, General Comment). If the note is associated with a volunteer shift,the entry for the 'Type' field will display in the date entry of the Customer|Calendar page. All displayed notes are sorted by this field. When the Customer Popup option is selected, the information contained in the 'Message' field will appear in a pop-up whenever the customer is loaded, or added to an order using the radio buttons in the Desktop. Customer Popup messages do not appear online. |
Status |
The current status of the note (Not Started, In Progress, Waiting, Deferred, Completed). |
Due Date |
The date the task of the note must be completed. Click |
Access Mode |
The access level of the note: •Public: All users can view and update the note. •Private: Only the user creating the note will be able to view and update the note. •Readable: All users can view the note, but only the user creating the note will be able to update the note. |
URL |
Attach a related article or link to en external page. Enter the full URL in the field or click To view the related article, click |
Message |
The body of the note. |
Owners |
The user(s) responsible for the note or task. |
File Attachments |
A read-only field that displays any files attached 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 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. |
Attach File |
Attach a file to the note. |
