The Person Note screen records information about a specific Person and controls when that note is displayed. The note also supports call-center tracking, Portal access, and shortcuts to related Person information.
Screen items
Note: enter the text of the Person note.
Call Center Information: classify the interaction using Note Type, Inquiry Type, Worktrack Task, Contact Type, Contact Method, Incoming or Outgoing direction, Status, and Waiting for.
Call Duration: record the elapsed call time. Use Start to begin timing and Reset to clear the recorded duration.
Portal Access: use these checkboxes to allow the Person Note to appear on the Internet Portal for Sponsor Contacts and/or this Person.
Events Triggering Note Display: select which of the following events will cause this note to pop-up on the screen for display. Multiple selections are possible, as well as none.
Person Open: by checking this box, the note will display each time this Person is opened.
Person Calculation: by checking this box, the note will pop-up when you go to run a calculation for this Person on the system.
Internet Portal Participant Login: a check here indicates the note will display on the web when this Person logs in.
Internet Portal Sponsor Participant Open: a check here indicates the note will pop-up on the web when a Sponsor Contact opens this Person.
Internet Portal Participant Calculation: check this box to have the note display when this Person runs a calculation on the web.
Internet Portal Sponsor Calculation: check this box to have the note pop-up when a Sponsor Contact runs a calculation for this Person on the web.
Jump to: select related Person information and press Open to access it without closing the Person Note screen.
Last modified information: identifies the user who most recently modified the note and displays its current completion information.
