The Case Activity Notes-Review view displays a listing of Case Activity Notes. The information contained in this view is for information purposes only and cannot be edited.

• Case Activity Notes are created through the Case Activity view.

• The Case Activity Notes-Review view allows you to access the Case Activity Notes from the menu without going through the Case Activity view.

The following fields are available on the Case Activity Notes - Review view and are based on the order in which they appear in the grid on the search page:

Note: You cannot edit any of the fields on the Search Criteria/Grid page or on the Details page.

• Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all Case Activity Note records.

• Case Number - displays the Case Number associated with the case activity record for which the note is being created.

• Customer Code - displays the Customer Code assigned to the case activity.

• Customer Name - displays the full Customer Name associated with the customer code.

• Note Number - displays the Note Number assigned when the case activity note was created.

• CRM Note Category - displays the Note Category assigned to the case activity note.

• Note Text - displays a portion of the detailed text entered for the case activity.

For information on the functionality of each button on the Cases Activity Search Criteria Results/Grid page, click here.

Case Activity Notes-Review - Details Page

Note: You cannot edit any of the fields on the Details page.

The following list defines every field in the Details page:

• In the Main Context section, the Company Number, Case Number, Activity Key and Note Number display as reference information for the detail record you are viewing.

• In the General section:
  • CRM Note Category - displays the CRM Note Category entered when the case activity note was created.

  • Note Text - displays the Note Text entered for the case activity.

• In the System section:
  • Creator - displays the user id of the user logged into the system when the record was created.

  • Date/Time Created - displays the date and time at which the record was created.

  • Modifier - displays the user id of the user logged into the system when this record was last updated.

  • Last Change - displays the date and time at which the record was last updated.

For information on the functionality of each button on the Case Activity Notes-Review-Details page, click here.