Siebel Consumer Goods Guide > Deductions >
Creating Deduction Notes (End User)
Customer financial services representatives, key account managers, and customer financial services managers can read and add notes to deduction records.
NOTE: Shared notes are visible to all users who have visibility to the deduction. Private notes are visible only to the creator of the note.
This task is a step in Process of Managing Promotions Deductions.
To create deduction notes
- Navigate to the Deductions screen > Deduction List view.
- Drill down on the ID field hyperlink for a selected deduction, and click the Notes view tab.
- Create a new record.
- From the Show drop-down filter, select Shared Notes or Private Notes.