Notes can be used to add comments regarding a benefit or trigger a task to be completed (mail a T-shirt to the customer). Using notes to trigger tasks also helps to create a trackable work flow.
The following rules apply:
•When a benefit with an attached note is assigned to a customer, the note is automatically created.
•If the note has a due date, it shows up on the My Notes|Home page for the user who created the note and for any users the note is assigned.
•If the note does not have a due date, it is only visible on the creator’s My Notes|Notes page and on the customer’s Customer|Notes page.
To create a note:
1.Open Product Configuration from the Desktop.
2.Select the Benefits tab.
The Benefits|Search page appears.
3.Search for and select the benefit that you want to add a note to.
The Benefits|Details page appears.
4.Click 'Add Note'.
The new notes section appears.
5.Enter or select the appropriate data in the notes section.
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Hint Once you save the benefit, you cannot remove the note. If you want to remove the note before saving it, click 'Reload'. This will load the last saved version. |
6.Click 'Apply'.
A window confirms that the benefit was updated.
7.Click 'OK'.
