Adding and viewing a note
A note can be used as an information repository to track an opportunity or a quote through its life cycle, and can be used for future references. Sometimes a Field Sales Representative may want to enter notes manually to describe the actions performed on an opportunity or a quote.
Solution
Notes can be either automatically generated by the system or manually entered by a user.
Sterling™ Field Sales enables users to enter notes when performing certain tasks. For example, when a user abandons a quote, the user can enter notes to explain why the quote has been abandoned. Notes are automatically generated by the system when important events occur during the life cycle of an opportunity or a quote. Additionally, a user can track the important events and changes that have occurred in an opportunity or a quote by viewing the notes logged earlier.
A user can view and add notes to a quote both at the line level and header level.
Sterling Field Sales provides the following features:
- A Notes dialog box, where a user can view and add notes to an opportunity or a quote.
- A Notes panel, where a user can view and add notes.
- A mechanism to automatically log notes when important events occur during the life cycle of an opportunity or a quote.
Sterling Field Salesprovides a Notes dialog box, which can be launched by clicking the Add Notes hyperlink in the opportunity-related screens and quote-related screens.
Users can filter the notes that are displayed in the Notes dialog box based on the following criteria:
- Note Type
- System-Generated or Manually Entered
The following table lists the APIs that are called when viewing and adding notes to an opportunity or a quote:
| API | Purpose |
|---|---|
| getCommonCodeList | To retrieve the note types displayed in the Note Type drop-down list. |
| getOpportunityDetails | To retrieve the notes that match the filter criteria. |
| getCompleteOrderDetails | To retrieve the quote's header-level notes. |
| getOrderLineList | To retrieve the quote's line-level notes. |
| manageOpportunity | To save a note added to an opportunity. |
| changeOrder | To save a note added to a quote. |