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Summary / TL:DR: This article will help you understand the Customer Note Activity screen in Advantage.
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This is a review of the Customer Note Activity screen, also referred to as The NAC. This module is used for management of e-mails, letters and various tasks.
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Note Activity
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Customer Number | This displays the customer number the note is assigned to. Scanned/Mailed letters will be assigned to a Proxy Customer account and then manually assigned to the customer's account by a user. |
Customer Name | The name associated with the customer's account. If there is no name on file, this will display as EMAILONLY. |
Remaining Notes | This displays how many open notes are in the queue/waiting to be worked based on the folder the user is assigned to. |
Current Folder | Displays the folder path for the note beginning with the parent folder. The parent folder name will indicate the source (MAIL, EMAIL, TASKS) or the Affiliate name/org (INH, INTERNATIONALLLIVING, AF). |
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Buttons
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OK | This completes the current note, and moves the rep to the next note.*never hit ‘OK’ until a done date is filled in* |
Undo | This clears any text that the rep has entered in the Note phase. |
Transfer | This allows a rep to move a note to another folder. Generally this is used when the rep does not know how to handle the note. When transferring, the rep is required to pick the folder to transfer the note to, as well as a reason for the transfer. |
Hold | This allows a rep to place a note on hold, and continue to work on others. When placing a note on hold, the rep must enter a hold reason. |
Held Notes | This brings up a dialog displaying all of the user’s held notes. The rep may then choose to work one of the help notes, or transfer it. If the rep chooses to work a held note, any changes to the current note (the note being worked before Held Notes was pushed) will be lost. |
Send Response | This allows you the send a letter (response) to the customer. This will require you to fill out a series of questionnaires. |
Change Customer | This will allow you to change the customer if an incorrect customer has been assigned to a note. This may happen if a customer has multiple accounts. |
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Notes
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System Name | Defines the module associated with the note. This fills in based on what screen the Notes icon was accessed from.
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Reason Category | Groups together |
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a category of contact reasons. Generally these are setup |
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by affiliate or customer service group. | |
Reason | Identifies the customer's reason for contacting. Reasons are attached to Reason Categories. |
Subject | Subject for the note. |
Communicated by | Identifies the method of contact by the customer.
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Cross-Sell Path | Identifies either the phone number |
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or product line/affiliate the call is associated with. | |
Docket Number | Used to display incoming email/scanned mail. |
Regarding Product | Identifies the item number associated with the contact. |
Action | Identifies the follow-up action associated with the contact. Actions are tied to reasons. This is generally used to associate a letter with a note. |
Done | Date action complete |
Send Response | When entering a note, used to generate a letter from the note directly. |
Follow Up Date/Time | Displays date and time for follow-up if a note was marked to follow-up. |
Follow Up User | User associated with the note. |
Done | Used to designate the date a note was completed. Used when managing contacts in the NAC. |
Inbound Email Address | Displays the inbound email address associated with a note generated from an email. |
Inbound Email Subject | Displays the inbound email subject associated with a note generated from an email. |
Note Text | Free form entry of notes detailing the contact. |
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Claimed Notes
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When a rep works a note in the NAC, the rep “claims” all other notes for the same customer within the active folder. When notes are claimed in this way, they are shown in a dedicated list frame seen only by the rep who has claimed the notes.
Inquire | Inquire on a letter |
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 | Used to see the actual letter that was sent to the customer |
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Wrap upYou should now have an understanding of Customer Note Activity screen in Advatage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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| Note |
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