Difference between revisions of "Making Notes"

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(Creating a Note)
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= Creating a Note =
 
= Creating a Note =
  
To create a new note, first of all find the Case (quote/policy) you want to create the note against then press the 'Add Note' button and fill in the details for the note.
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To create a new note, first of all find the Case (quote/policy) you want to create the note against and click on the Notes Tab.
  
(To search for Cases, use the Cases tab when logged in to SchemeServe.)
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Then press the 'Add Note' button and fill in the details for the note.
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If you would like the Agent or Client to be able to view the note then tick 'This note should be visible to the Client'
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An email will be generated when you Save the Note advising them that Notes have been added on this Case.
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They can then respond to the Note with a Reply Note - you will be notified by email if these have been received.
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Select the Agent or Client email addresses to be notified and also if you want internal staff to be notified as well.
  
 
If the note is related to a renewal, check the 'This is a Renewal Note' box.  This feature serves only to highlight the note so that staff can review renewal notes when processing renewals, by visiting the Notes tab.
 
If the note is related to a renewal, check the 'This is a Renewal Note' box.  This feature serves only to highlight the note so that staff can review renewal notes when processing renewals, by visiting the Notes tab.
  
 
Once you're happy with your note, press Save or press Cancel to discard your changes.
 
Once you're happy with your note, press Save or press Cancel to discard your changes.
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== Upload a File =
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If you would like to upload a file with your notes click on the Upload a File link and select the file that you require. This will be uploaded into the normal Documents Tab.
  
 
= Important =
 
= Important =

Revision as of 08:21, 18 October 2011

SchemeServe lets you keep track of events occurring to your Cases and policy holders.

Creating a Note

To create a new note, first of all find the Case (quote/policy) you want to create the note against and click on the Notes Tab.

Then press the 'Add Note' button and fill in the details for the note.

If you would like the Agent or Client to be able to view the note then tick 'This note should be visible to the Client'

An email will be generated when you Save the Note advising them that Notes have been added on this Case.

They can then respond to the Note with a Reply Note - you will be notified by email if these have been received.

Select the Agent or Client email addresses to be notified and also if you want internal staff to be notified as well.

If the note is related to a renewal, check the 'This is a Renewal Note' box. This feature serves only to highlight the note so that staff can review renewal notes when processing renewals, by visiting the Notes tab.

Once you're happy with your note, press Save or press Cancel to discard your changes.

= Upload a File

If you would like to upload a file with your notes click on the Upload a File link and select the file that you require. This will be uploaded into the normal Documents Tab.

Important

  • If you make a mistake, you should delete the note and create a new one.
  • You can delete your own notes.
  • Administrators can delete any users notes.