Difference between revisions of "Private Notes and Email Messages"
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===Creating a Private Note or Email Message=== | ===Creating a Private Note or Email Message=== | ||
To add a note to a record: | To add a note to a record: | ||
# | #Under the information section, click in the area that says '''Reply or Add a Note'''<br>The area expands, and several additional buttons appear. | ||
# Click '''[Private Note]''' to add an entry to the record history | |||
# Or click '''[Email]''' and select message recipients. | |||
#* The message is added to the record history, the same as a note | |||
# | :* The default [[Email Template]] for the object is used to format the message | ||
# | # Additional options: | ||
#* | #* '''Quick Text -''' Use this option to insert a segment of [[Quick Text]] into the text. | ||
#* '''Search Knowledge Base -''' If a [[Knowledge Base]] is present, use this option to search for an article and include a link to it in the text. | |||
#* '''[Add Recipient] -''' Click this button to add additional message recipients for an email. | |||
#* '''[Attach File] -''' Click this button to add an [[Attachment]]. | |||
#Click '''[Submit]''' | #Click '''[Submit]''' | ||
Revision as of 01:57, 19 June 2013
About Private Notes and Email Messages
Private Notes and Email messages can be created when viewing a a Case record or some other record. They are stored in the record history, displayed underneath the record.
Working with Private Notes and Email Messages
Creating a Private Note or Email Message
To add a note to a record:
- Under the information section, click in the area that says Reply or Add a Note
The area expands, and several additional buttons appear. - Click [Private Note] to add an entry to the record history
- Or click [Email] and select message recipients.
- The message is added to the record history, the same as a note
- The default Email Template for the object is used to format the message
- Additional options:
- Quick Text - Use this option to insert a segment of Quick Text into the text.
- Search Knowledge Base - If a Knowledge Base is present, use this option to search for an article and include a link to it in the text.
- [Add Recipient] - Click this button to add additional message recipients for an email.
- [Attach File] - Click this button to add an Attachment.
- Click [Submit]