Journals

Many of the data records in the database include a Journal tab where you can store all of the notes (and in some cases, the emails) that are related to the current record.

Asset Administrators can globally configure new categories and note sources for the Journal tab entries that are part of a data record.

For journal notes and emails, you can specify a Category, which further explains the nature of the email or note that was added to a record. Some category examples for email include outgoing, incoming, or bounced. For notes, category examples include customer feedback, complaints, or follow-up.

To create a new journal category

1.Open the Journal Category workspace to see a list of all existing journal categories in your database.

2.Click New Journal Category. The Journal Category page displays.

3.In the Journal Type drop-down, select Email or Notes.

4.In the Category field, type the name of the new category, then click Save. The new category will now display under the Journal tab for all records.

For journal notes, you can also specify a Source, which could be email, voice mail, phone/fax, and so on.

To create a new journal notes source

1.Open the Journal Notes Source workspace to see a list of all existing journal note sources in your database.

2.Click New Journal Notes Source. The Journal Notes Source page displays.

3.Type a Source, then click Save. The new source will now display under the Journal tab for all records.