Notes Tab
Work Notes and additional comments
Use the notes tab in a record to communicate to stakeholders and document task activities throughout the lifecycle
The show all journal fields icon allows you to display multiple fields under the notes tab, including work notes and additional comments
Once enabled, you can then click the show one journal field icon to only display the work notes field
Add Stakeholders
Send users additional notifications with the watch list and work notes list fields
Users added to the watch list will recieve anything entered as additional comments (customer visible)
Users added to the work notes list will receive anything entered as work notes
Note: Incidents records contain both the watch list and work notes list for use
Activity
The acitivity section locagted under the notes tab provides a complete history of a record
it details
- who made an update
- What was the update
- when was the update made
Clicking the filter icon allows activity information to be filtered