Add - Starts a new noteNotes are comments related to tasks and can be added by any user. They display the date, time and user information for when they were entered. The notes are displayed in a sequential manner with the order specified the setting found in the Administration Console under Issue Tracking\ General.
When you open a task the notes app will show all the notes linked to the task. Notes by default are read only and users can click edit to modify an existing note. The system will then evaluate the security to see if they have permission to do so.
Add - Starts a new note
Adding Notes
Click Add Note from the Notes Tab - or start typing in the empty top note
Type the note information in the Issue Notes field
If attaching a document click "Show Additional Fields", select Document Type and Browse for the file
Contact Method - Specifies the way in which the lead/client/creditor contacted the agency for that note.
Document Type - Specifies the document type (i.e. approval, estimate, agreement, etc.)
File Name - Click Browse to search for a file to attach to the task. Once selected, this field displays the name of the attached file. File names can not include special characters (Ex: &,%,/, etc)
Show On Web – If selected, the task note will be shown on the Web.
Requires Approval - If selected, the task note requires approval before proceeding.
Approved - If selected, the task note is approved. When approved, the date and time of approval is stamped.
Requires Signature - If selected, the document attached would show on the Web Interface as a document ready to be signed.
Signed - Displays the date and time of when the document was signed on the Web Interface.
Deleting an Attached Document
Open Task Note with document attached
Right Click File
Choose Delete
Click OK to confirm
Deleting an Existing Note
From the Notes Tab
Click the Note
Click Options
Click Delete
Select OK to confirm