Set up of Different Note Types

Enter Master Options from Card Manager

Select System Preferences ---> Order Processing ---> Customer Note Types.

From the Maintain Customer Note Types it is possible to create, amend and delete note types.

Create a note type

  • Select the button to create a new note type.
  • Enter a code for the note type (if a code is entered that is previously been used an error message will appear asking if you would like to amend the existing note).
  • Enter a description for the note type
  • Tick the ‘Allow Rep View of this note type’ for the note type to be sent to the sales force devices.
  • Select Apply


Amend a note type

Locate the note type to amend by either using the browse buttons   (the two middle buttons will scroll to the next/previous note type and the two outer buttons will take you to the first or last note type) or enter the code number.


To be able to amend the note type:

  • Press enter on the selected code number or click in the description box.
  • Make the required amendments
  • Select Apply

Delete a note type

Locate the required note type to delete and press . A confirmation window will appear, select OK to delete the note type.


Add and Edit Notes

A customer’s notes can be located in many different areas of card manager.

 

When notes is selected a window will appear with all the current notes for the customer.


If a note is to be followed up it will be highlighted in orange.

 

If the tick box ‘To Action Only’ is ticked it will only show the notes that require a follow up.

Add a note

  • Select Add at the bottom right of the notes window.
  • Select the Log Type (note type) from the drop down list.
  • Enter the note details.
  • If the note requires a follow up tick the ‘Follow Up’ box, select who the follow up is to be completed by and the date when the follow up needs to be completed by.
  • Once the follow up has happened tick the ‘Actioned’ box.


Edit a note

The only person who is permitted to edit a note is the original author of the note.

To edit a note:

  • Double click on the note where editing is required.
  • Select Edit
  • Edit the note as required
  • Select Apply

Follow Up and Action

If a note has been marked requiring a follow up it will be highlighted in orange in the note list. To action the note once it has been followed up there are two options:

1. Double click the note, select Edit, tick the actioned box and edit the note to include follow up information.

2. Double click the note, select Follow Up, this will open up a new note window, complete a new note for the follow up and click add.

Note: This will automatically tick the actioned box in the original note.