View Journal Details
The Journal Details screen allows you to view individual journal notes related to the customer. Information for the customer associated with the journal displays in the customer information section.
Each field on the Journal Details screen 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 taken for the journal note. |
7 | Topic | Topic of the journal note. Topic options include Customer Relations or Service. |
8 | Updated | Date and time the journal note was last updated. |
9 | Note | Journal note containing information about actions taken for the customer. |
The following actions are available on the Journal Details screen.
- Add a new journal note by clicking the New Journal button and entering the relevant details. See the Create/Edit Journal Notes article for more information.
- Edit the journal note by clicking the ellipsis and selecting Edit from the menu options. See the Create/Edit Journal Notes article for more information.
- Navigate between journal notes for the customer by clicking the arrows along the bottom of the screen.