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When a user needs to provide additional details on a note before completion, they can place a note on hold. Use these instructions when placing a note on hold to come back to later.
How to Place a Note on Hold
- From the Customer Search Screen, navigate to the Advanced tab and click Note Activity to open the NAC screen
- Click Hold
- The Enter Hold Reason dialog box will appear, select a Hold Reason
Click OK
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Held notes will be moved from the current folder to the HOLD folder. If you are assigned to the HOLD folder, the note will automatically re-queue for you to work on later. Also, you can take a note off of hold manually. Go here for instructions on retrieving a note on hold. |