Adding a note to a service request

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:

 

1.Login to the storefront administration website. The Storefront Dashboard page is displayed.

 

2.On the left Navigation pane, click Service Requests under Customers. 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: