Retrieving a Note on Hold
- maperrin (Deactivated)
- Alex Yeager (Deactivated)
Owned by maperrin (Deactivated)
Summary / TL:DR: This article provides instructions on how to work notes a user has previously placed on hold in Advantage.
How to Retrieve a Note on Hold
From the Customer Search Screen, navigate to the Advanced tab and click Note Activity to open the NAC screen
Click Held Notes
The Held Notes dialog box will appear, select the note to retrieve
Select Work Note (this option is also available by right-click)
Wrap up
You should now know how to work notes a user has previously placed on hold in Advantage.
Still need help?
We know this can be frustrating. To get further help please open a Support ticket.
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