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You can record any number of notes for a service request. Each note is annotated with a time stamp and the user who entered the note. This allows you to keep a full history of customer interaction.
To add a note to a case:
| 2. | On the left Navigation pane, click Service Requests under Sales. The Service Requests page is displayed. |
| 3. | Click Add Note on the service request to add a note to it. Add Note page is displayed. |
| 4. | Enter the following fields: |
| • | Note Title: Enter a title for this note. |
| • | Note Body: Enter a description for this note. |
| 5. | Click Submit. The Service Requests page is displayed. |
See Also:
Search and view service requests
Adding a new service request
Editing a service request
Sending a email reply to a service request
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