Use the
Journals tab to add a note or comment to the
project.
Note:This functionality is only available after you apply
the
mApp Solution.
The
Journals tab lists Journal - Notes. Journal -
Notes are used to track notes and comments. For example, a user might chronicle
troubleshooting progress.
To create a Journal:
- Select the
Journals tab.
The list of Journals associated with the project opens.
- Select
New Journal - Note.
- Complete the Journal - Note fields:
- Select the
Mark as Unread check box to make the Journal
appear unread.
- Select the
Visible in Customer Portal check box if you
want the Journal to appear in the
CSM Portal.
- Select a Quick Entry from the drop-down list to add
pre-defined content to the details field.
- Select the priority and enter any details.