AudienceView Connect

Correspondence Correspondence-Details Page

The following image illustrates the Correspondence application Correspondence|Details page:

The Correspondence application Correspondence|Details page contains the following properties:

Field Description
Correspondence Code Displays the correspondence code.
Description Displays the description of the correspondence.
Solicitation Amount Displays the solicitation amount.
Document Displays the type of document that the correspondence was sent as.
Response Due Date Displays the response due date.
Owner Displays the owner of the correspondence.
Additional Info Displays any additional information that might have been included with the original correspondence.

Correspondence Notes Section

You can add notes to log problems, comments, compliments or any other information that may be useful to you, a ticket seller or your administrator.

The following image illustrates the notes section of the Correspondence application Correspondence|Details page when the 'Add Note' button is clicked:

The notes section of the Correspondence application Correspondence|Details page contains the following properties:

Field Description
Subject The subject for the note.
Subject types are configured using the General Configuration application Lists|Entries page of the note types list.
Status Specifies the note’s status (e.g. In Progress, Completed).
Due Date Specifies a due date for the note’s task.
If you enter a value, the note displays on your 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 list.
Access Modes Specifies who can read and modify the note once created:
  • Private: Only the note’s creator and owners (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.
URL If required, enter the URL to create a link to a relevant site.
Message The body of the note.
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 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 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 Adding a File Attachment to a Note.
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.
Information
For more information, refer to Using Notes.