To insert a note against a feedback case

The procedure to insert a note against a feedback case is as follows:

1. Using the Advanced search spy-glass (), select Feedback Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Feedback Case Details window is displayed.
3. Click on History. The History tab is activated.
4. Click on New Note. The Feedback Case Note window is displayed.
5. Enter the Details of the new feedback case note into the field provided.
6. Click on Save. The new note is displayed as a discrete event in the History graphical timeline (and within the History summary table), including the date stamp and name of the end user by whom it was created 2.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, business area, stage, company, status) to ensure that the correct feedback case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 Automatically recording this information against each feedback case note maintains a full audit history of all supporting activities, capturing the correct timeline of events.

See related topics...

Feedback case management overview

To view the event history of a feedback case

Using the search facility