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Use Interaction Notes

Requirements: Only agents with the appropriate licenses and security rights can create and manage Interaction Tracker information from inside the CIC client. For more information, see Tracker Licensing

Use Interaction Notes to review, add, delete or copy notes. This section appears in both the Interaction Properties dialog box and on the Interactions tab. It also appears in the Interactions tab of the Properties for Contact, Properties for Organization and Properties for Location dialog boxes. For more information, see Modify Tracker Contact Information, Modify Tracker Organization Information, or Modify Tracker Location Information.

Tip: You can also use the Interaction Information view to add notes to an interaction.

To add a note:

  1. Click the Add Note button.

Result: The Notes typing area becomes available. Notice that your user ID, and the current date and time default to this space.

  1. Click to place your cursor in this area and begin typing.

To display a selected note:

  • From the drop-down list in the Notes view, select the name of the writer of the appropriate note.

Result: The note appears in the Notes typing area.

To copy and paste a note:

  1. From the drop-down list in the Notes view, select All Notes or a specific note.

  2. Do one of the following:

    • Click the Copy Note to Clipboard button.

Result: This selects all the text in the current note, including the identifying information (user ID, date and time), and copies it to the Windows clipboard.)

    • Select some of the text in the Note typing area and type Ctrl+C.

Result: This copies only the selected text to the Windows Clipboard.

  1. Press Ctrl+V to copy the text to any standard Windows application

To delete a note:

  1. Display the appropriate note.

  2. Click the Delete Note button.

Result: The currently displayed note is deleted.

Related Topics

Display the Related Items View

Use the Related Items View

View Related Interaction Properties