Handling Notes
For the handling of notes the following features are available.
Features
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.
Field |
Description |
Value |
|---|---|---|
ACTVT |
Activity |
02Change, 03 Display |
TEXTID |
Text type from Customizing of Text Management |
<Text type> |
TEXTOBJECT |
Text object from Customizing of Text Management |
|