| Field |
Description |
| Note Type |
Specifies the type of note (e.g. Customer Complaint, Ticket Problem).
Note types are configured using the Registry.
The options provided in the dropdown is a way of classifying the type of note (e.g. customer complaint, ticketing problems) being created.
You can associate this field entry as to the type of Task and Context ID/Parent being given. |
| Status |
You can select the note’s current status from this dropdown (e.g. In Progress, Completed). |
| Due Date |
Specifies a due date for the note’s task.
If you enter a date/time in this field, the note displays on the creator’s My Notes|Home|Created by page in My AudienceView and on the My Notes|Home|Assigned to page for any user that has been selected in the 'Owners' field. If assigned, this can include the creator.
Enter a date into the field or click  to select the date. For more information, refer to Using a Calendar to Add a Date. |
| Access Modes |
Specifies who can read and modify the note once created:
- Private: Only the note’s creator and owner(s) (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 its creator and owner(s) (if any) can modify it. This is the default mode if none is selected.
|
| URL |
Enables you to attach a related web page. Enter the full URL in the field.
To view the related web page, click  . |
| Taskname |
Assign a task name as a point of reference. This field can then be associated to the Note Type and Context ID/Parent fields, and then pulled from a BI query for reporting purposes. |
| Start and End Dates |
The start and end dates are used to assign the start and end date for a task.
Enter a date into the field or click to select the date. For more information, refer to Using a Calendar to Add a Date. |
| Context ID or Parent |
Associates a task or context of the note (e.g. a performance, benefit, user). Once you associate it to an item, the note is also added to the item. For example, if you select a performance, the application also attaches the note to the performance.
Not all of the items in the Context ID/Parent list have an interface to view notes. If you select one these items, you will not be able to view the note on the associated item.
To choose a Context ID/Parent:
- Click
 next to the 'Context ID' or 'Parent' field. A dropdown opens.
- Select an option from the dropdown. The associated Search dialog box 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.
|
| Text |
Enter a name for the task. |
| Owners |
Enables you to select the user(s) who will be responsible for carrying out or following up on this 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 AudienceView.
To enter one or more owners to be assigned to the note, select one or more options from the Owners dropdown.
To select more than one Owner, hold CTRL or SHIFT while making your selections. |
| File Attachments |
Enables you to attach files to the note. For more information, refer to the procedure below. |
| Data [1-8] |
Enables you to 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 application Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label. |
| Multidata [1-2] |
Enables you to store additional information specific to your organization. To add additional fields, click  or press CTRL+TAB once you have made an entry.
Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry application Registry::EN::Business Objects::TSnotesBO::Notes node and select the field that you want to re-label. |