Notes can be used to add comments regarding a benefit or trigger a task to be completed (e.g. mail a T-shirt to the customer). Using notes to trigger tasks also helps to create 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, complete the following:
- Open the Product Configuration application from the AudienceView Desktop.
- Select the Benefits tab.
The Benefits|Search page appears.
- Select the benefit that you want to add a note to. For more information, refer to the Product Configuration Benefits-Search Page and Performing Searches.
The Benefits|Details page for the selected benefit opens.
- Click 'Add Note'.
The new notes section appears.
- Enter or select the appropriate data in the notes section. For more information, refer to Benefit Note Section.
 | 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. |
- Click 'Apply'.
A window confirms that the application updated the benefit.
- Click 'OK'.