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Retrieving a Note on Hold

Owned by maperrin (Deactivated)
Last updated: Sept 13, 2021 by Alex Yeager (Deactivated)
1 min read

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

  1. From the Customer Search Screen, navigate to the Advanced tab and click Note Activity to open the NAC screen

  2. Click Held Notes

  3. The Held Notes dialog box will appear, select the note to retrieve

  4. 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.

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