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 can view 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.
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