Notes can be created from both the distributor profile screen and the customer profile screen. To create a note from either of these screens, click on New beside the notes section in the lower left quarter of the screen.

 

From this screen, you can enter the subject related to the note that you are creating and fill in a message.

 

From the Type Drop Down, the following types can be selected: Internal Note, Phone/Incoming, Phone/Outgoing, Mail/In, Mail Out, Mail/Return, Email, Fax/In, Fax/Out, Voicemail.

 

From the Category Drop Down, the following types can be selected: General, Billing, Support, and Earnings.

If the trouble ticket box is enabled, this note will appear in the trouble tickets report and based on company policy, may require additional follow-up/research. It will also show up in Red in the notes section of the profile screen.

NOTE: These same selections apply for both Customer and Distributor notes

For Distributor Notes, check the Ex.Display checkbox if you would like for the Distributor to see this note when they log into the Extranet.

Once the note is created, the Created By and Last Modified date will be auto-populated.

The example above shows that a note with the subject of Urgent has been created. To view this note, simply double click on the note.

 

You will see that the Created By and Last Modified fields have been populated. If the note is updated, the last modified date will be updated.

You can create additional categories for your notes. Click Company tab, click ES100 setup.

click Note

click Categories

 

 

To create a new category, click Create Category.

 

Enter new category name in description. Click Save.