Notes and Comments
By default, comments associated with tasks for a specific record appear in the Activity History tab of the record. You can choose to view or hide notes from tasks associated with the business object.
You can add comments to any object. By default, comments are enabled in the Details tab of incident and task records.
1. | Within the object record (such as incident, change, problem, release, or task), in the Comments area, click Create, then choose Email, Notes, or VoiceActivity (if voice enabled) from the drop-down list. |
2. | Enter information into the fields. |
-email fields-
Field | Description |
---|---|
Category | The category. Choose from the drop-down list: bounced, incoming, or outgoing. |
From | This field is auto-filled but can be modified. |
From Name | The name that appears in the From box of the email. |
To | The email address of the person receiving the email. |
CC BCC |
Optional. Email addresses to copy (CC) or blind copy (BCC). |
Subject | The subject of the email. |
Processed | This applies only to incoming emails. Once the |
Publish to Web | Makes this email visible to Self Service users. |
Email Body Type | Informational only. Can be either HTML or plain text, depending on how this option has been configured. |
Message | Your message. You can format your message using the standard text options. See Standard Text Edit Options. |
-notes fields-
Field | Description |
---|---|
Category | The category. Choose from the drop-down list. |
Source | The source that started the activity. |
Duration (Min) | The number of minutes the activity took. |
Publish to Self Service | Makes this note visible to Self Service users. |
Summary | A brief summary of the note. |
Notes | Your detailed notes. |
-Voice Activity fields-
The Call Details fields are auto-filled from the call and cannot be modified.
Field | Description |
---|---|
Agent Notes | Notes about the call from the agent. |
System Notes | Notes auto-generated from the system. |
3. | Click Save. |
The latest note appears in the comments area of the task with your login ID and date and time, and under the Activity History tab. You might need to click Refresh to see the new comment.