Use the Notes screen to add internal comments to a tracker. Internal notes do not display in the body of the tracker with the appends, and therefore do not print or send a notification to any users when added. Use the Notes hot key to add or view notes.
The note types you can create are defined in the User Defined Call Tracking Notes control maintenance record.
To add an internal note to a tracker:
Open the tracker to which you want to add a note.
Use the Notes hot key to display the Notes screen, which lists the types of notes you can enter.
Select a note type and press Enter.
The screen for the type you selected, such as Customer Notes, displays.
Enter the note to attach to the tracker.
Press Esc to return to the tracker.
Press Esc to save all changes and exit the tracker.
See Also: