Customer Notes

The Add/Modify Customer Notes is used to create or modify notes which can be attached to a customer or site and defined by your company specified Customer Note Types. Users can add or modify Customer Notes in a number of locations throughout TRUX. The Customer Note Follow Up is available to view/manage/report on notes created with follow up dates. Also See Related Topics.

 

Customer Note Types

Navigate To: System>Administration>Customer Note Types

  1. Click Add.
  2. Enter Customer Note Type Description in the Note Type Details.
  3. Select all Companies this Note Type should be available to in the Companies grid.
  4. Save.
  5. Add the new Note Type Access to all applicable Security Profiles.

 

Security Profile

Navigate To: System>Administration>Manage Security Profiles

  1. Enter Customer/Site Notes must be enabled in User Details for users to create notes.

 

Manage Users

Navigate To: System>Administration>Manage Users

  1. Enable Customer/Site Notes to allow users to view notes.

 

Customer Notes

Customer Notes is accessible from the following locations throughout TRUX:

 

  • Homepage>Customer/Site Notes link
  • Search Results>Right Click>Display Notes
  • Customer Explorer>Customer or Site Notes Tab
  • Account Inquiry>Customer Notes button
  • Route Center>Unscheduled/Scheduled/Completed Call>Right Click>Customer/Site Notes
  • Dispatch>Highlight Unassigned/Assigned Call>Notes button
  • Dispatch>Highlight Unassigned/Assigned Call>Right Click>Notes
  • Services To Be Routed>Right Click>Customer/Site Notes
  • Customer Issue>Notes

 

Add/Modify Customer Notes

Existing Notes for this Customer will populate the grid. Select an existing note from the grid to view or modify.

  1. To apply a new note to specific site, select the site from the Site dropdown.
  2. Click Add.
  • Fields in green are required.
  1. Enter a note Subject.
  2. Select a Note Type.
  3. Follow Up date selection will appear on the homepage on the follow up date.
  4. Purge After days will remove the note after the number of days entered, following the next purge.
  5. Enter a Note Text.
  6. If the Popup box is checked, this note will popup when accessing the customer via scheduled calls, customer explorer, etc...

 

Customer Note Follow Up

 

Navigate To: Report>Report Center>Customer>Customer Note Follow Up Listing

  1. Select Date Range.
  2. Select All or Specific Users.
  3. Customer range will default to all or can be specified.
  4. Customer Type -All- or specific.
  5. Select Note Types to be reported.
  6. Click Refresh to populate the grid.
  7. Select an Output to generate a report.

  1. To Delete a note, highlight a note in the grid and click Delete.
  2. To Purge notes that have met their purge days, click Purge.

 

Related Topics

Security Profiles

Customer Issues