Handling Notes

Handling of note items

• The notes assignment contains the following basic functions:

  • Editing of texts

  • Displaying the notes history (log)

  For this reason, you do not need to assign an additional text log assignment block to your service request overview pages.

• For tracking the whole notes history (log), you can sort and filter the texts that are assigned to a request by several categories such as the following:

  • Type

  • Creation Date

  • Created by

  • Keyword

  • Language

  If for some notes multiple keywords are assigned, the users can enter wildcards in the custom filter to filter the notes.

• You can personalize the size of the notes assignment block quickly with the Rows pushbutton. This simplifies editing and displaying of long texts.

• You can simultaneously add notes even if the transaction is edited by another user (parallel text editing mode).

Hyperlinks

Even if a user is only allowed to display a note, he or she can use assigned hyperlinks to open the reference. For example, they can open a URL in the browser or in an application window.

Authorizations

With the authorization object CRM_TXT_ID, you can control which users are allowed to display or edit a text type.