• Customer Services - Customer Pages
  • Customer Services - Customer|Search Page
  • Customer Services - Customer|Basic Page
  • Customer Services - Customer|Advanced Page
  • Customer Services - Customer|Notes Page
  • Customer Services - Customer|Users Page
  • Customer Services - Customer|Links Page
  • Customer Services - Customer|Entitlements Pages
    • Customer Services - Customer|Entitlements|Memberships Page
    • Customer Services - Customer|Entitlements|Benefits Page
    • Customer Services - Customer|Entitlements|Passes Page
    • Customer Services - Customer|Entitlements|Offers Page
  • Customer Services - Customer|Activities Page
  • Customer Services - Customer|Calendar Page
  • Customer Services - Customer|Opportunities Page
  • Customer Services - Customer|History Pages
    • Customer Services - Customer|History|Orders Page
    • Customer Services - Customer|History|Payments Page
    • Customer Services - Customer|History|Correspondence Page
    • Customer Services - Customer|History|Gifts Page
    • Customer Services - Customer|History|Bundles Page
    • Customer Services - Customer|History|Performances Page
    • Customer Services - Customer|History|Request Page
    • Customer Services - Customer|History|Seats Page
    • Customer Services - Customer|History|Gift Certificates/Cards Page
    • Customer Services - Customer|History|Miscellaneous Items Page
    • Customer Services - Customer|History|Passes Page
• Managing Customer Accounts
  • About Agents
  • Creating a Customer Account
  • Contacts and Linking Accounts
    • Contacts
      • Creating a Contact
      • Selecting a New Default Contact for a Customer Account
      • Deleting a Contact
    • Linking Customer Accounts
      • Viewing an Account Linkage
      • Creating an Account Linkage
      • Modifying an Account Linkage
      • Deleting an Account Linkage
  • Managing Customer Addresses
    • Viewing Addresses Associated to an Account
    • Adding an Address to an Existing Customer Account
    • Setting the Default Address for the Customer Account
    • Setting a Contact’s Default Address
    • Deleting an Address
  • Customer Associations and Message Sources
  • Customer Affiliations
    • Creating a Customer Affiliation
    • Modifying a Customer Affiliation
    • Deleting a Customer Affiliation
  • Adding Default Payment Information for a Customer Account
  • Searching for a Customer or Contact
  • Hiding Duplicate Contact Information from Searches
  • Modifying a Customer Account
  • Working with Customer States
    • Viewing a Customer's State
    • Changing a Customer’s State
    • Suspending or Closing a Customer Account
    • Forgetting a Customer Account
    • Reactivating a Suspended or Closed Customer Account
  • Merging Customer Accounts
  • Flagging Duplicate Accounts
  • Transferring Account Balances
  • Entitlements -- Memberships, Benefits, Passes and Offers
    • About Promotions
    • Managing Customer Memberships
      • Adding a Membership to an Account
      • Deleting a Membership from an Account
    • Managing Customer Benefits
      • Adding a Benefit to an Account
      • Modifying Benefit Details
      • Deleting a Benefit from an Account
    • Managing Customer Passes
      • Modifying a Customer Pass Description
      • Deleting or Cancelling a Customer Pass
  • Setting and Managing Customer Donation Opportunity Forecasts
    • Setting a Donation Opportunity Forecast
    • Modifying a Donation Opportunity Forecast
    • Deleting a Donation Opportunity Forecast
  • Using Customer Notes
  • Creating a Customer Pop-Up Message
  • Using the Customer Biography Report
  • Tracking Current Customer Orders and Status
  • Deleting a Customer Account
• Managing Online User Accounts
  • Password Settings
  • Creating an Online User Account for a Customer
  • How Customers Create Online User Accounts
  • Logging Into AudienceView Online
  • Recovering Online User Passwords
  • Resetting Online User Passwords
  • Unlocking an Online User Account

On the Customer|Notes page you can create and view notes associated to a customer.  This allows you to retain information regarding customers' preferences or any issues that they may have. A customer note icon ( ) appears at the top of the page in the Customer Services application to indicate that at least one note is associated to the current customer.

You are also able to create notes specific to a performance, allowing you to schedule customers for volunteer work. By setting the 'Context ID' field to a specific performance and entering information into the 'Type', 'Start Date' and 'End Date' fields, you can have information regarding the volunteer's shift coverage display on the Customer|Calendar page. For more information, refer to the Customer Services - Customer|Calendar Page.

Notes can also be created via the Customer|Activities page.

The following image illustrates the Customer|Notes page:

The Customer|Notes page displays a list of the notes associated to the customer. Selected details from the note are displayed, providing an at-a-glance summary. To view the full details of the note, click on the note to expand the customer notes section. Clicking the 'Add Note' button will also expand the customer notes section, displaying empty fields, allowing you to create a new note.

The following image illustrates the expanded customer notes section of the Customer|Notes page:

The Customer|Notes page contains the following properties:

Field	Description
Type	The type of note (e.g. Customer Complaint, General Comment). If the note is associated with a volunteer shift,the entry for the 'Type' field will display in the date entry of the Customer|Calendar page. All displayed notes are sorted by this field. When the Customer Popup option is selected, the information contained in the 'Message' field will appear in a pop-up whenever the customer account is loaded, or added to an order using the radio buttons in the Desktop. Customer Popup messages do not appear in AudienceView Online.
Created By	The user that created the note.
Created On	The date and time the note was created.
Status	The current status of the note (e.g. Not Started, In Progress, Waiting, Deferred, Completed).
Due Date	The date the task of the note must be completed. 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 Mode	The access level of the note: Public: All users can view and update the note. Private: Only the user creating the note will be able to view and update the note. Readable: All users can view the note, but only the user creating the note will be able to update the note.
URL	A website URL that may be relevant to the note. Clicking  launches an internet browser to the website currently in the 'URL' field.
Title	A user-defined name for a task that may be the context of the note.
Start Date	The date the work on the task associated with the note commenced. You are also able to use this field to indicate the start time for volunteer shifts. If the note is associated with a volunteer shift,the entry for the 'Start Date' field will display in the date entry of the Customer|Calendar page. Enter a date into the field or click   to select the date. For more information, refer to Using a Calendar to Add a Date.
End Date	The date the work on the task associated with the note ended. You are also able to use this field to indicate the stop time for volunteer shifts. This field and the 'Start Date' field will be used to calculate the duration of the volunteer shift displayed on the Customer|Calendar page. 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	Provides a business context for the note.  You are able to select a business item category (e.g. Appeal, Order, Performance) and then search for a specific business item to which the note would be associated. For instance, regarding issues with a particular order, you can provide the context of the order to the note. Selecting a context of a specific performance will display selected details of the note in the Customer|Calendar page for volunteer management. Click  to expand the dropdown and select the type of business item.  Use the find dialog box that appears to locate and select the specific business item. For more information, refer to Performing Searches or The Find Dialog Boxes.
Message	The body of the note.
Owners	The user(s) responsible for the note or task.
File Attachments	A read-only field that displays any files attached to the 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.
Attach File	Allows you to attach a file to the note.

Information The 'Parent Type' field indicates whether the note is a customer note or an order note. Only notes with a 'Parent Type' of Customer can be added or edited on this page.  If the note has a 'Parent Type' of Order the row will be shaded grey.  Clicking on an order note will bring you to the Order|Notes page.