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To change notes information for a customer or a credit
request:
Do one of the
following:
Do one of the
following:
If you selected
a credit request, from the Credit Request Details screen, select the Notes
tab. If you select
a customer, from the Customer Information tab, select Notes
The Notes screen appears.
Note: You can
sort the screen by any of the underlined column headers. The first click
sorts in ascending order. The second click sorts in descending order.
Select view/edit
in the row for the note you want to change.
The Notes Details screen displays information for the selected note. In the Comments
text box, change the note.
Note: If your administrator has defined
Auto Text for notes, click Auto Text and select the pre-defined text from
the list. You can modify the pre-defined text if needed. The Auto Text
feature applies only to customer notes.
Enter a subject
line up to 40 characters. The subject line appears on the Notes screen
in the list of notes. It helps identify the note. If needed,
select a different category for the note. To change the
attachment:
Click
Browse.
The Choose File dialog box opens. Locate
and select the file you want to attach and click Open.
To modify an
existing attachment:
Note: To modify
the attachment, you must have the source application installed on your
computer.
Click
View Attachment.
The File Download dialog appears. Select
Save to save the file to your hard drive.
The Save As dialog box appears. Select
a location for the file and click Save.
The Download Complete dialog appears. Click
Open.
The file opens in its source application. Make
changes to the document and click Save. Close the window for the document. On the
Notes Details screen, click the Browse button. Locate
the modified file and click Open.
The path for the modified file appears in the Attach File field.
To save the
changes, click Save.
If you added a new or modified attachment, its file name appears as
the Current Attachment under the Attach File field. |
