On the Order|Notes page you can create and view notes associated to an order. An order 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 order.
The following image illustrates the Order|Notes page:
The Order|Notes page displays a list of the notes associated to the order. 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 order notes section. Clicking the 'Add Note' button will also expand the order notes section, displaying empty fields, allowing you to create a new note.
The following image illustrates the expanded order notes section on the Order|Notes page:
The Order|Notes page contains the following properties:
|
Field |
Description |
|
Type |
The type of note (e.g. Customer Complaint, General Comment). All displayed notes are sorted by this field.
Customer Pop-Up messages only appear if they are created against the customer. |
|
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. |
|
Taskname |
A user-defined name for a task that may be the context of the note. Notes are able to be used as tasks for users, and the 'Taskname' field provides a name for the task. |
|
Start Date |
The date the work on the task associated with the note commenced.
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.
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.
Click  to expand the dropdown menu 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. |