Define a Journal

Use the Journals tab to add a note or comment to the project.

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:

  1. Select the Journals tab.
    The list of Journals associated with the project opens.
  2. Select New Journal - Note.
  3. 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.