Notes

This guide will show you step by step how to Add/Delete/Export Notes for a record in the CSATS module. We have even made it easier by including short videos to help.

Explanation of Sections:

Adding Notes: Attaching Note(s) to a record.
View Note + Add a Comment: Viewing a Note(s) on a record and adding a comment.
Delete Note: Deleting a Note on the record.
Export to PDF: Exporting a Note to PDF.

Adding a Note

1. Open the record you wish to Add a note to.
2. Locate the Notes tab in the left-hand menu and click on it to view active and inactive notes.
3. You will be presented with an Add Note pop-up window.
4. Fill in the mandatory fields of Subject and Note at the top, as well as Category from the drop-down list at the bottom.
5. If required, fill in any of the other fields.
6. Click Save to save your notes.
   * Note: You can also change Visibility ,Delivery Mode & Priority – enter a direct time and indirect time.

View Note + Add a Comment

1. Open the record you wish to Add an additional comment to on an already existing Note.
2. Locate the Notes tab in the left-hand menu and click on it to view active and inactive notes.
3. Click on Viewnote +Add a Comment word below the note you require to Add a comment too.
4. You will be presented with an Add a Comment pop-up window that has pre-existing comments.
5. Enter in a new comment in the Add a Comment field.
6. Click Save to save your notes.

Delete Note

1. Open the record you wish to Delete an existing note for.
2. Locate the Notes tab in the left-hand menu and click on it to view active and inactive notes.
3. Click on Viewnote +Add a Comment word below the note you require to Add a comment too.
4. You will be presented with an Add a Comment pop-up window that has pre-existing comments.
5. Click Delete Note button in red.
6. You will now be prompted with a pop-up asking Are you sure want to delete this note?.
   *Note: By deleting a note you will delete all known comments.
7. Click Ok to confirm deletion of the note and the screen will automatically revert to the list of notes.

Export to PDF

1. Open the record you wish to Export an existing note for.
2. Locate the Notes tab in the left-hand menu and click on it to view active and inactive notes.
3. Click on the check boxes on the left of the note you wish to export.
   *Note: You are able to select more than 1 note to export into PDF.
4. Click on the blue button at the top of the active and inactive note list called Export to PDF.
5. The screen will automatically render a PDF for you to view.
   *Note:  It will also add in all comments applied to the notes.
6. This will save a PDF to your web browser’s downloads folder.