Notes can be used to save information that may be useful to you or another user at a later date. Notes can be created and attached within several components of AudienceView.
Notes can be:
- created/assigned to a user within the My AudienceView application My Notes pages
- created/attached to a customer or an order in the Customer Services application Customer|Notes and Order|Notes pages
- created/attached to a customer as a Customer Pop-Up that will display when a customer account is loaded in the Desktop (Customer Pop-Up notes are not visible to AudienceView Online customers)
- created/attached to a performance in the Venue Configuration application Performances|Notes page
- created/attached to a program, campaign, appeal or a fund in the Funds Management application Program|Details, Program|Campaign, Program|Appeal and Funds|Details pages
The following can be assigned to a note:
- A status (e.g. In Progress, Completed).
- A due date for completing a follow-up on the issue that resulted in the note’s creation.
- One or more owners responsible for a follow-up.
- An Access mode (e.g. Private, Public, Readable) to determine whether other users can view or modify the note.
- A URL can be attached to a note to allow direct access from the note to a related webpage.
- Files can be attached to notes.
Adding a Due Date to a note means:
- The note becomes a task and is displayed on the creator’s My AudienceView application My Notes|Home|Created by page and on the My AudienceView application My Notes|Home|Assigned to page for any user chosen in the 'Owners' field (including the creator’s if he or she assigns the note to himself or herself).
- If a user is selected in the 'Owners' field, but no due date is entered, the note displays on the user’s My AudienceView application My Notes|Notes page.
A note will only appear on the My Notes|Home|Created by page and the My Notes|Home|Assigned to page if the note's due date is within the calendar's 'Duration Selector' range.
The following icons will appear across all of the Customer Services application pages if a note has been attached to a customer or an order. Clicking on the icon will take you directly to the appropriate Note page where the note resides.
| Icon |
Description |
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Indicates a customer note. |
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Indicates an order note. |