Notes regarding any customer interactions that have taken place can be added to Document Tracking folders and existing notes can be viewed.
To add a note to a Document Tracking folder:
After adding notes to a Document Tracking folder, you can view existing notes by performing one of the following:
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From the Document Tracking layout:
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Right-click a folder and select View Notes.
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Select a folder and click View Notes from the Notes ribbon group.
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From the Documents layout:
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Right-click a child folder and select View Notes.
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Select a child folder and click View Notes from the Folder tab Notes ribbon group.
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For more information on accessing the Documents layout, see Working with Documents.
The Notes pane is displayed and any existing notes on the Document Tracking folder are listed: