Create/Edit Journal Notes
The New Customer Journal Note and Edit Customer Journal Note screens allow you to enter and edit notes related to the customer. Information for the customer associated with the journal displays in the customer information section.
| We strongly recommend you create journal notes to log any conversations, actions, or information employees should know about the customer. |
Each field on the New/Edit Journal Notes screens is defined below.
| No. | Label | Definition |
| 1 | Date | Date the journal note was created. |
| 2 | Start Time | Start time for the journal note. |
| 3 | End Time | End time for the journal note. |
| 4 | Action | Action taken for the customer. Action options include Close Ticket, New Ticket, Sent Email, Ticket Status Change, and Void Ticket. |
| 5 | Contact | Name of the contact on the customer record for which the note was created. |
| 6 | Action By | Name of the rep who initiated the action on the journal note. |
| 7 | Topic | Topic of the journal note. Topic options include Customer Relations or Service. |
| 8 | Note | Journal note containing information about actions taken for the customer. |
| 9 | Create Journal Entry/Save | Click to create/save the journal note with the information entered. |