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Notes
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Notes

Notes contain information about the Account. System generated Notes generally record a change to the Account. CSR Notes generally record information about an Account that may be more suitable captured in a Note rather than a Calltrack.

Figure 3.16. Example Account Notes

Example Account Notes
(1)

A note created by the Customer Service Representative test. Note that the priority is "5" and therefore will always be listed first.

(2)

A note created by the actions of the Customer Service Representative test. test changed the Accounts State to Open State. This is a significant event and the system recorded the fact that this action took place.

(3)

A system generated note recording the fact that nightly processing changed the State of the Account to Closed State and the reason for the change in State.


[Warning] Warning

Notes cannot be edited.

To create a Note, click on the "NEW NOTE" button. The following screen is displayed:

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Document Revision A for BillMax 2.2.0   -   Copyright © 1997-2006 The iSpark Group, Inc.

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