The Case Activity Note allows you to add notes for the current Case Activity.

Case Activity Notes are created during the Case Activity creation process. You must create Case Activity Notes from within the Case Activity view. You can review Case Activity Notes using the Case Activity Note-Review view.

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

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

• CRM Note Category - enter or select from the lookup a CRM Note Category assigned to the note text. This is a mandatory field.

• Note Text - enter the Note Text related to the current case activity. You can enter up to 1048 alpha numeric characters in this field. This field is mandatory.

As each CMR Note Category and Note Text is added to the case activity, the Grid section displays the following information:

• Company - displays the Company code in which you are working.
• Customer Code – displays the current customer code for the Case Activity Note being created.
• Note Number – displays the system generated Case Activity Note number.
• CRM Note Category – displays the CRM Note Category entered when the Case Activity Note was created.
• Note Text – displays a portion of the Note Text entered.

The following table outlines the functionality of each button on the Case Activity Note page:

Button Label	Icon	Functionality
Add Line to Results		Saves the record and adds the CRM Note Category and Note Text to the Grid section of the Case Activity Note page.
Add Line & Go to Details Page		Saves the record and opens the Detail page for the current Case Activity Note. For more information on the Details page, click here.
Refine Search		Opens a new Case Activity Note page that allows you to search through the records by Customer Code and/or Note Number. This is a useful tool when you have a long list of Notes to search through. When you click Create on this page, you are returned to Case Activity Note page where you can continue adding Case Activity Notes.
Personalize		Opens up the Personalization section of iTopia which allows you to personalize the Search Criteria, Search Results, Sort and Details page of the Case Activity Note view. For more information on personalizing a view, click here. Note: If this button is not available on your view, you have not been assigned to a role that has been granted the 'customize' permission. Please contact your system administrator for more details. Warning: If you Personalize the Case Activity Note view, you must include ALL of the required fields; if you exclude one or more of the required fields, you will not be able to save records in your new view.
Export to Excel		Opens a spread sheet that contains all of the records retrieved by the search. Note: The information on this spread sheet cannot be edited and saved back into the current module.
Generate Graph		Opens a graph representation of the data retrieved by the search. You can manipulate the graph by clicking on the Graph Type, Graph Layout and Graph Size drop down lists on the graph page.
Use Selected Records As Criteria for Action		(On top of the grid in the Header section) Caution: When using any of the following options, you may inadvertently delete or modify records that you did not mean to change. The records can only be recovered to their original state from a backup of the system. The following 4 options are available: Edit All Records with Excel – opens an editable Excel spread sheet that contains all of the records retrieved from the search up to the quantity entered in the ‘Maximum Search Results Records to Display’ field for this user. Note: This option is only available if Excel is installed on your PC and the user has been assigned the Web Services license. The following options work with the ‘Select or Deselect all Rows’ check box in the Header section and with the selected check boxes on the detail lines in the grid. Edit with Excel – opens an editable Excel spread sheet that contains all of the records selected from the grid. Note: This option is only available if Excel is installed on your PC and the user has been assigned the Web Services license. Delete - deletes the selected records. The following confirmation message displays: "Are you sure you want to delete these records? Yes/No". Select Yes to delete the record(s). Select No to cancel the delete request. Update Field – a window opens with the following message: "Updating x Records in Case Activity Note". The window includes a Field drop list that allows you to select the field you want to update. An input field automatically opens allowing you to enter the new information. Click Submit to update the record or click Close to cancel the request.
Use Record as Criteria for Action		Only the record to the right of this icon is affected by the actions selected. The following 4 options are available: Link To – displays quick links to various views that are related to the current resource. ‘Recent Views’ will be available if you have previously selected any of the options from the Link To menu (a maximum of 5 recent views will display). ‘Related Resource Group’ will be available if there are Related Resources assigned to the Details page for this record. Edit with Excel – opens an editable Excel spread sheet that contains the current record. This option is only available if Excel is installed on your PC and the user has been assigned the Web Services license. Delete - deletes the record. The following confirmation message displays: "Are you sure you want to delete these records? Yes/No". Select Yes to delete the record(s). Select No to cancel the delete request. Update Field – a window opens with the following message: “Updating 1 Records in Case Activity Note”. The window includes a Field drop list that allows you to select the field you want to update. An input field automatically opens allowing you to enter the new information. Click Submit to update the record or click Close to cancel the request.
View Record Details		Opens the Details page for the current record.

Case Activity Note-Details Page

The following list defines every field on the Details page:

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

• In the General section:
  • CRM Note Category - displays the CRM Note Category selected on the Case Activity Note/Create page. You can enter or select from the lookup a new CRM Note Category as required. This is a mandatory field.

  • Note Text - displays the Note Text entered on the Case Activity Note/Create page. You can enter up to a maximum of 1048 characters in this field. You can edit this field as required.

• In the System section, the fields are available for information purposes only and cannot be edited:
  • Date/Time Created - displays the date and time at which the record was created.

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

  • Last Change - displays the date and time at which the record was last updated.
  • Modifier - displays the user id of the user logged into the system when this record was last updated.

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