Contact: Notes

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jul 18, 2023 by Maresa Rojas
1 min read

This is a grid listing of all notes that have been saved to the currently open Contact. Notes have 3 checkboxes to take note of in the grid. 

  1. Pop-Up on Open - This checkbox will pop-up any notes before actually opening the contact record. Anyone can turn this function on or off. Multiple notes can be marked as Pop-Up on Open to ensure the dissemination of information. A good example of using this functionality is when a customer keeps shopping your company. A note can pop-up saying "This contact shops us, do not waste your time".

  2. Pop-Up on Child Creation - This checkbox will pop-up any notes that are set whenever a Project, Service Ticket, Serviceable Item or Service Agreement is created from the contact.

  3. Customer Viewable - If you have the appropriate rights, you can set notes to be customer viewable on the customer web portal. When a customer logs into the customer web portal they can see any notes that you have made customer viewable.