Adding Internal Notes to Trackers

Use the Notes window 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 menu option to add or view notes.

The note types you can create are defined in the User Defined Call Tracking Notescontrol maintenance record.

To add an internal note to a tracker:

  1. Open the tracker to which you want to add a note.

  2. From the File menu, select Notes to display the Select Product Note dialog box, which lists the types of notes you can enter.

  1. Select the note type.

The Notes dialog box for the topic you selected, such as Customer Notes, displays.

  1. Enter the note to attach to the tracker.

  2. Click OK to save the note and return to the tracker.

  3. Save your changes and exit the window.

See Also:

Appending Comments to Trackers

Creating Standard User and Company Comments