AudienceView Connect

Adding a Note to a Benefit

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:

  1. Open the Product Configuration application from the AudienceView Desktop.
  2. Select the Benefits tab.
    The Benefits|Search page appears.
  3. 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.
  4. Click 'Add Note'.
    The new notes section appears.
  5. Enter or select the appropriate data in the notes section. For more information, refer to Benefit Note Section.
    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 application updated the benefit.
  7. Click 'OK'.