Entering and Viewing Notes

This topic discusses how to enter and view notes.

Note: Because Notes pages are always accessed within the context of a component (such as an order capture or campaign), navigational paths are not listed in this table. For the navigational path, refer to the component documentation.

Page Name	Definition Name	Usage
Notes List - Lead Notes Page	RB_NOTES_LIST_LEAD	View a list of lead notes and access note details.
Notes List - Opportunity Notes Page	RB_NOTES_LIST_OPP	View a list of opportunity notes and access note details.
Notes List - Case Notes Page	RB_NOTES_LIST_CASE	View a list of case notes and access note details.
Notes List -Company Notes Page	RB_NOTES_LIST_CUST	View a list of company notes and access note details.
Notes List - Contact Notes Page	RB_NOTES_LIST_PRSN	View a list of contact notes and access note details.
Notes List - Consumer Notes Page	RB_NOTES_LIST_CONS	View a list of consumer notes and access note details.
Notes Page	PROD_ATT RA_CAMPAIGN_NOTES RA_CONTENT_NOTE RA_LIST_NOTE RA_OFFER_NOTE RB_EMAIL_NOTE RC_CASE_NOTE RC_CASE_RSLN_NOTE RC_SOLN_NOTES RD_NOTES RE_NOTES RE_NOTE_SUMMARY RF_RMA_NOTE RO_NOTE RF_SERVICE_NOTE2 RF_SO_NOTE2 RF_SO_RSLN_NOTE RQ_DEFECT_NOTES RG_CHANGE_NOTE RSF_LEAD_NOTES RSF_OPP_NOTES	Create or update notes and add attachments.

Use the Notes List -Company Notes page (RB_NOTES_LIST_CUST) to view a list of company notes and access note details.

Navigation

select Customers CRM, then select Notes List, then select Company Notes

Image: Notes List - Company Notes page: Note Details tab

This example illustrates the fields and controls on the Notes List - Company Notes page: Note Details tab.

Note Details

Select the Note Details tab.

Field or Control	Definition
	Click the View Detail button to transfer to the Notes page of the corresponding component to view note summary and details. You can return to the notes list from the Notes page using the History field.

Field or Control

Definition

Click the View Detail button to transfer to the Notes page of the corresponding component to view note summary and details.

You can return to the notes list from the Notes page using the History field.

Note Summary

Select the Note Summary tab.

Image: Notes List - Company Notes page: Note Summary tab

This example illustrates the fields and controls on the Notes List - Company Notes page: Note Summary tab.

This section displays the customer or contact name of the note and its note subject.

Use the Notes page (PROD_ATT) to create or update notes and add attachments.

Navigation

The object name, navigation path, and page appearance varies by component. Refer to the documentation for each parent component.

Note: This sample page shows the Notes page of the Company component. The fundamental appearance and behavior of the Notes page is similar throughout PeopleSoft CRM. Be aware, however, that the Notes page for some components (such as for the Support Case) also contains a rich-text editor that provides options for formatting the text. Refer to the product documentation for each parent component.

Image: Notes page

This example illustrates the fields and controls on the Notes page of the Company component.

Notes Summary

A summary of existing notes for the component appears in this page region. If there are attachments for the note, the number of attachments appears in the Attachments column.

Field or Control	Definition
Email	Select a note from the list and click this button to compose and send an email using the Outbound Notification page. Any attachments associated with the note will be made available on the Outbound Notification page for inclusion in the email.
View	Select a note from the list and click this button to view the note details.
Add Note	Click this button to add a new note to the transaction.

Note Details

If no notes exist for the component, this page region is titled Add Note. and contains only an Add Note button.

Field or Control	Definition
Subject	Enter a short summary of the note. If you do not enter a value, the system enters the first fifty characters of the Details field into this field when you save the note.
Note Type	Select a classification for the note. Values are defined differently depending on the parent object. This functionality is not available in all components. See Note Types.
Contact Information	Used in Call Center case notes to identify a contact to be associated for this specific note.
Details	Enter the full text of the note.
Apply Note	Click to update the Notes Summary list with the note that you entered. Note: Click the Apply Note button to add the note to the Notes Summary grid. The note is not saved to the component until you save the component.
Add an Attachment	Click to add an attachment to the note.

Entering and Viewing Notes

Pages Used to View and Enter Notes

Notes List -Company Notes Page

Note Details

Note Summary

Notes Page

Notes Summary

Note Details