The Notes feature for Reps, Customers, and Orders can be used to leave a message from a Rep or Customer regarding their account or Order. The Notes are not visible to the Reps or Customers, except for the Invoice Notes on the Orders, which will display on the Invoice generated and Order Autoresponders.
- In the Freedom Backoffice, go to the Rep, Customer, or Order that will need an Account Note
- On the Notes section, select the + sign or New
- On the Notes popup, fill in the following:
(a) Subject of the Note
(b) Message of the Note
(c) Type of Note, such as where the incoming Note came from
(c) Category of the Note, such as what are the Note is about
(d) Check Unresolved if the Note is still open
(e) Check Critical if the Note is something that needs to be addressed quickly
- Select Save
Following these steps will result in a new Note for a Rep, Customer, or Order.
The Notes Categories refer to what topic or area the Rep or Customer Note, such as Autoship, Order statuses, or Compensation. In addition, the Note category can be used for creating AutoShip Cancellation reasons for reporting purposes.
- Ihe Freedom Backoffice, go to Department > Administration > Notes > Rep Notes Categories or Customer Note Categories
- On the Rep or Customer Notes Categories page, select the + to create a new category
- On the Note Category Create page, fill in the following fields:
- Description - The name of the Note Category.
- Active - If enabled, the category will be selectable when creating a new Rep or Customer note. If disabled, the category will no longer be selectable when creating a new note, however it will still be presented on past notes that used this category.
- Autoship Cancellation (optional) - Enable if the category should show on the AutoShip Cancellation page.
- Default (optional) - Enable if the category should be the default type.
- Sort Order (optional) - The value entered will be used to sort the list of note categories whenever creating a new Note
- Select Save
Following these steps will result in a new Notes Category being created and ready to use.