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.LabelDefinition
1DateDate the journal note was created.
2Start TimeStart time for the journal note.
3End TimeEnd time for the journal note.
4ActionAction taken for the customer. Action options include Close Ticket, New Ticket, Sent Email, Ticket Status Change, and Void Ticket.
5ContactName of the contact on the customer record for which the note was created.
6Action ByName of the rep who initiated the action taken for the journal note.
7TopicTopic of the journal note. Topic options include Customer Relations or Service.
8UpdatedDate and time the journal note was last updated.
9NoteJournal 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.

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