Siebel Consumer Sector Guide > Deductions > End-User Procedures for Deductions >

Creating Deduction Notes

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.

To create deduction notes

1. Navigate to the Deductions screen > Deduction List view.
2. Drill down on the ID field hyperlink for a selected deduction and click on the Notes view tab.
3. Create a new record.
4. From the Show drop-down filter, select Shared Notes or Private Notes.