Bookshelf Home | Contents | Index | Search | PDF

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

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

Navigate to the Deductions screen and select a deduction record.
Click the Notes view tab and add a record.
From the Show drop-down filter select Public or Private Notes.

Bookshelf Home | Contents | Index | Search | PDF