Maintaining Notes

You can create new notes and delete existing notes from this screen.

What do you want to do?

Tasks in this Topic Include:

• Access Employee Notes
• Add Employee Notes

Related Tasks:

• Maintain Employee List
• Applying Availability /Preference
• Fixed Shift Selection
• Exception Calendar and Meeting Planner
• Changing Rank Status
• Setting Non-Call Availabilities
• Maintaining Employee Details
• Maintain Inactive Employees
• Employee Import / Export
• Employee Templates
• Generating Employee Reports

Access Notes

1. Select Employees from the left-navigation menu.
2. Select the Employee List option to display the employee table.
3. Select an employee (agent) from the employee table.
4. Select the Edit button located at the bottom of the table to launch the Employee Details screen.
5. Select the Notes tab.
   
   

Add Employee Notes

1. Select the Notes tab.
   
2. Select New Note.
3. Set the Status of the note as desired.
4. Enter text into the Note, Internal Comment, and External Commentas desired.
5. Select Save.