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:
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When a benefit with an attached note is assigned to a customer, the note is automatically created.
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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.
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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:
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Open the Product Configuration application from the AudienceView Desktop.
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Select the Benefits tab.
The Benefits|Search page appears.
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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.
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Click 'Add Note'.
The new notes section appears.
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Enter or select the appropriate data in the notes section. For more information, refer to Benefit Note Section.
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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. |
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Click 'Apply'.
A window confirms that the application updated the benefit.
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Click 'OK'.