Customer Activity Notes: View and Modify Notes

(A/R Pro users only)

To view or modify Customer Activity Notes, use the Customer Activity Notes viewer. The following is an example of the viewer.

Tip:

When working in the grid, if a note is displayed in expanded view (all lines of text for the note are displayed), click Refresh to return to condensed view.

  1. Display the Customer Activity Notes viewer from either of the following:

  2. From the Eagle Browser, click Accounts Receivable Menu, and then click Customer Activity Notes Viewer.

  3. From the Customer Maintenance window (MCR), click Go To. From the Go To menu, click Z-Customer Activity Notes Viewer.

  1. The viewer is in a grid format and like other grids you can customize the grid view (add, hide, and move columns, sort and filter columns, save views, etc.). For more information about working with views and grids, click here to go to the overview help topic.

  2. Use any of the selection criteria fields to display specific data in the grid. Once you've set the selection criteria fields, click Refresh and only notes that meet your selection criteria display in the grid.

  3. Customer— Select a customer or leave it blank to display all customers.

  4. Job— If a Customer was selected, select a job or leave it blank to display all jobs for the selected customer.

  5. Note Type— Select a note type or leave it blank for all note types.

  6. Status— Select one of the available status options.

  7. Follow Up Starting / Ending— Leave the fields blank or enter dates to display all or a specific range of notes based on follow-up dates.

  8. Entered Starting / Ending— Leave the fields blank or enter dates to display all or a specific range of notes based on the entered date.

  1. The following links are also available (the same links can also be access from the Misc menu).

Note: If you entered a note with a follow-up date and a reminder, then the reminder is displayed in the Alerts Viewer. From the Alerts Viewer there is a link to take you to Customer Notes. The Customer Note and the Reminder are separate items. If you modify the note, (such as mark it Closed or Deleted), it does not update the reminder. You must act on the reminder in the Alerts Viewer.