Using Telgoo5 you can create and manage customer notes.

Accessing Customer Notes:

1. Navigate to the “Customer Profile (PC56)” screen.
2. Scroll down to locate the “Customer Notes” section.

Viewing Existing Customer Notes:

• In the “Customer Notes” section, all existing notes associated with the customer's account are visible.

Adding a New Note:

1. Go to the “Add New Note (PC83)” section.
2. Fill out all the required fields.

Adding a New Note Type:

1. Click on “Add New Note Type (PC450)”.
2. Fill out the fields in the displayed Note Type window.
3. Click submit to add the new note type.

Viewing All Note Types:

• Once a new note type is successfully added, its details can be viewed in the "All Note Type" section for review or editing purposes.

Managing Customer Notes:

• Refresh, Download, or Expand notes using the icons in the top right corner of the Customer Notes section.
• View archived notes by clicking on “View Archive Notes”.
• Click on “Display Notes” to view all existing customer notes.

• Use the search feature to find specific customer notes by filling the required fields in the displayed popup window.

Modifying Existing Customer Notes:

1. Simply click on the pre-existing customer note to modify it.
2. A popup window will appear, allowing modifications to the specific note such as changing the priority or making it void.
3. Utilize “Mark Void PC(248)” to mark specific customer notes as Void.
4. Once marked Void, the note will be inactive within the system.